Olivia Claire Thomason
Investment adviser representative at Gearhart & Associates
13 yearsExperience
1 stateRegistered in
$872.6MFirm assets
4 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.
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Gearhart & AssociatesMay 2024 to now
- EmbarkApr 2023 to Apr 2024
- Deloitte LLPApr 2020 to Apr 2023
- EmbarkSep 2017 to Apr 2020
- Lululemon AthleticaApr 2013 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (OH).
Gearhart & Associates
Legal name: Atlas Wealth LLC
$872.6MAssets managed
2,903Clients
5Advisers
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
- 7951746
- Firm CRD
- 321832