|Other Names:||Brent Prett Thomas|
Capital Performance Advisors LLP
Brent Thomas is an executive and is a minority owner of Capital Performance Advisors LLP, an $855M RIA based in Walnut Creek, CA. Brent has held an industry securities registration for 14 years and is subject to SEC oversight.
Top AnswersBrent Pratt Thomas has not answered any questions on Financial Q&A.
|Pension and Profit Sharing Plans|
|High Net Worth Individuals|
|Corporations or Other Businesses|
*The Client Types data displayed is firm level data as reported on the SEC ADV filing.
|Capital Performance Advisors LLP||6 years, 8 months||Jul 2007 - Present|
|Pensionone Advisors, Inc.||9 years, 8 months||Jul 2004 - Present|
|CPA Mortgage, Inc||9 years, 10 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, 7 months||Aug 1978 - Present|
No Disclosures Found
|As of Date||
*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.
There is currently no information available.
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges
- Fixed Fees