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Thompson Davis Asset Management

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
First Trust Cloud Computing ETF $29,000

    Assets

    Assets

    Last updated on Oct. 9, 2019
      • $70.6M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 343
        Accounts
      • $205.7K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    13

    name start date
    Louis Gabriel Frates
    March 2019
    Brant Christopher Jones
    August 2013
    Read Morton Northen
    November 2006
    Adam Robert Thalhimer
    October 2016
    June Elaine Altizer
    July 2002

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      William Dale Jr Davis Ceo July, 2002 25% to 50%
      Edward Hunter Jr Thompson Chairman July, 2002 10% to 25%
      Adam Robert Thalhimer Director Of Research July, 2018 10% to 25%
      Peggy Myers Walz Cco January, 2019 5% to 10%
      June Elaine Altizer Cfo/Finop/Pfo/Poo July, 2002 5% to 10%
      Matthew Henry Daniel Sr. Vice President January, 2019 5% to 10%
      Larry Gale Mcclanahan Senior Vice President July, 2002 5% to 10%
      Read Morton Jr Northen Senior Vice President February, 2007 less than 5%
      Brant Christopher Jones Equity Trader October, 2017 less than 5%
      David Pearce Campbell Senior Vice President July, 2002 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees
        • Performance-Based Fees