← Back to searchVisit website
THOMAS INVESTMENT ADVISORS LLC
CRD 334544
4930 CAMPUS DRIVE, NEWPORT BEACH, CA, 92660, United States
Phone
949-252-0165
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$12.2M
Discretionary AUM
$12.2M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $12.2M |
All web addresses on file
Official SEC filing: View on IAPD