Brian Scott Thomas
Investment adviser representative at Ag Asset Advisory, LLC
14 yearsExperience
1 stateRegistered in
$440.5MFirm assets
11 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Ag Asset Advisory, LLCJan 2012 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ag Asset Advisory, LLC
$440.5MAssets managed
37Clients
2Advisers
11 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
- 4647656
- Firm CRD
- 154406