Unclaimed Profile

Brent Pratt Thomas

CAPITAL PERFORMANCE ADVISORS LLP·WALNUT CREEK, California

Clean record26 years registeredCAPITAL PERFORMANCE ADVISORS LLP

165 LENNON LANE, WALNUT CREEK, CA 94598CRD# 4371322Firm CRD# 108052

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brent Pratt Thomas · WALNUT CREEK, CA

Registration

CRD #4371322 · CAPITAL PERFORMANCE ADVISORS LLP · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPITAL PERFORMANCE ADVISORS LLP

THOMAS DOLL

Sep 1999 – Feb 2020

WALNUT CREEK, CA

Registrations & Exams

Registration record

First registered · September 10, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL PERFORMANCE ADVISORS LLP

CRD 108052 · SEC 801-57727

AUM

$1.4B

Regulatory assets under management

Employees

2,614 client accounts

Services offered by CAPITAL PERFORMANCE ADVISORS LLP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL PERFORMANCE ADVISORS LLP →

Introduction

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Frequently Asked Questions

What services does Brent Pratt Thomas offer?

Brent Pratt Thomas specializes in Financial Planning, Investment Management, Wealth Management.

What are Brent Pratt Thomas's credentials?

Brent Pratt Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brent Pratt Thomas located?

Brent Pratt Thomas is based in WALNUT CREEK, California, last registered with CAPITAL PERFORMANCE ADVISORS LLP.

How does Brent Pratt Thomas charge for services?

Brent Pratt Thomas's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL PERFORMANCE ADVISORS LLP?

CAPITAL PERFORMANCE ADVISORS LLP has approximately 13 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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