Thomas Edward Velevis
Investment adviser representative at Dreher Financial Partners
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$148.2MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- H.S. Dreher Capital Mgt(formerly Longleaf Capital Mgt)May 2001 to now
- Dreher Financial PartnersDec 1999 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 1 state (NC).
Dreher Financial Partners
Legal name: H. S. Dreher Capital Management, LLC
$148.2MAssets managed
184Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2369373
- Firm CRD
- 104537