THOMAS EVERETT INVESTMENTS, LLC

THOMAS EVERETT INVESTMENTS, LLC is an SEC-registered investment adviser (CRD 318950). Regulatory assets under management: $4.3M.

Registration

• CRD: 318950
• Type: Registered investment adviser
• Phone: 614-795-7195
• Latest filing: 2026-02-27
• Regulatory AUM: $4.3M
• Non-discretionary AUM: $4.3M
• Clients: 1
• Accounts: 93

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318950 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search