Amy Stoepler Thacher
Investment adviser representative at Blume Capital Management, Inc.
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$856.6MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Blume Capital Management, Inc.Dec 2015 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, VA).
Blume Capital Management, Inc.
$856.6MAssets managed
242Clients
4Advisers
28 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
- 2690092
- Firm CRD
- 111768