Thomas Knight Macey
Investment adviser representative at Souders Financial Advisors, LLC
20 yearsExperience
1 stateRegistered in
$1.4BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Souders Financial Advisors, LLCJun 2018 to now
- Private Client ServicesJun 2018 to now
- Advantage Investment ManagementNov 2014 to now
- Cai Insurance AgencyAug 2006 to now
- LPL Financial LLCJul 2012 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (OH).
Souders Financial Advisors, LLC
$1.4BAssets managed
1,351Clients
14Advisers
8 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
- 4159979
- Firm CRD
- 296780