THOMAS INVESTMENT ADVISORS LLC

THOMAS INVESTMENT ADVISORS LLC of ORANGE, CA is an SEC-registered investment adviser (CRD 334544). Regulatory assets under management: $12.2M.

Registration

• CRD: 334544
• Type: Registered investment adviser
• Location: 1421 N. WANDA ROAD, ORANGE, CA, 92867
• Phone: 949-252-0165
• Latest filing: 2026-08-04
• Regulatory AUM: $12.2M
• Discretionary AUM: $12.2M
• Clients: 2
• Accounts: 28

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334544 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search