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Brent Pratt Thomas

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Other Names: Brent Prett Thomas
Type: RIA

Brent Thomas is an executive and is a minority owner of Capital Performance Advisors LLP, a $1B RIA based in Walnut Creek, CA. Brent has held an industry securities registration for 14 years and is subject to SEC oversight.

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Answers and Guides

0 Answers and 0 Financial Guides

Top Answers

Brent Pratt Thomas has not answered any questions on Financial Q&A.

Top Guides

Brent Pratt Thomas has not contributed any Financial Guides.
*Answers and guides are provided without compensation.

Firm Client Types

Pension and Profit Sharing Plans
High Net Worth Individuals
Charitable Organizations
Corporations or Other Businesses

*The Client Types data displayed is firm level data as reported on the SEC ADV filing.

Experience and Employment History

Employer Years Dates
Capital Performance Advisors LLP 6 years, 9 months Jul 2007 - Present
Pensionone Advisors, Inc. 9 years, 9 months Jul 2004 - Present
CPA Mortgage, Inc 9 years, 12 months May 2004 - Present
Capital Performance Advisors, Inc. 3 years, 5 months Feb 2004 - Jul 2007
Thomas, Wirig, Doll & Company, CPAS, A Prof Corp 35 years, 9 months Aug 1978 - Present
*Experience and Employment History information reflects the past 10 years of employment as reported on the SEC ADV filing as of 03/24/2012, and is not a complete representation of the advisor's experience and employment history. Furthermore, the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an employment date of "Present" may not reflect the advisor's current employment status.

Licenses and Conduct

License Status

No Disclosures Found

As of Date
*This advisor may not be SEC registered. The SEC maintains the database for state registered advisors as well as SEC registered advisors.
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.

Advisor Exams

There is currently no information available.

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees