THOMAS & COMPANY LLC

THOMAS & COMPANY LLC of BEACHWOOD, OH is an SEC-registered investment adviser (CRD 164731). Regulatory assets under management: $81.3M.

Registration

• CRD: 164731
• Type: Registered investment adviser
• Location: 25800 SCIENCE PARK DRIVE, BEACHWOOD, OH, 44122
• Phone: 216-292-9901
• Latest filing: 2026-01-09
• Regulatory AUM: $81.3M
• Discretionary AUM: $81.3M
• Clients: 1
• Accounts: 35

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 164731 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search