Adam Robert Thalhimer
Investment adviser representative at Thompson Davis Asset Management
10 yearsExperience
1 stateRegistered in
CFADesignation
$211.3MFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Thompson Davis & Co., Inc.Oct 2016 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 1 state (VA).
Thompson Davis Asset Management
Legal name: Thompson Davis & Co., Inc.
$211.3MAssets managed
300Clients
5Advisers
5 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
- 4472072
- Firm CRD
- 41353