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Thompson Davis and Company

EST. AUM
$211,338,163

CONTACTS
1

CLIENT ACCOUNTS
300

Firm Details

Metro area Richmond
CRD Number 41353
Website thompsondavis.com
Client types

Overview

Thompson Davis & Co. is an independent asset management firm based in Richmond, VA, offering personalized, research-driven investment strategies. Their portfolios include actively managed all-cap strategies, an "Earnings Aristocrats" portfolio focused on S&P 500 companies with strong fundamentals, and the Seven Hills Fund targeting micro- and mid-cap growth stocks. They integrate artificial intelligence and machine learning to enhance market analysis and decision-making. The firm also provides institutional equity research across sectors like construction, telecom, and logistics. Their goal is to help clients grow and preserve wealth through intelligent, tailored investing.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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