AdvisorOS Directory
Claim Profile
Unclaimed Profile
CP

Craig Louis Pohl

THOMA CAPITAL MANAGEMENT LLC·TOWSON, Maryland
Series 65Clean record12 years registeredTHOMA CAPITAL MANAGEMENT LLC
401 JEFFERSON AVENUE, TOWSON, MD 21286CRD# 6340619Firm CRD# 120139

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Craig Louis Pohl · TOWSON, MD
Registration
CRD #6340619 · THOMA CAPITAL MANAGEMENT LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

CHESAPEAKE FINANCIAL ADVISORS
May 2014 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · May 22, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THOMA CAPITAL MANAGEMENT LLC
CRD 120139 · SEC 801-111054
AUM
$192M
Regulatory assets under management
Employees
12
976 client accounts
Services offered by THOMA CAPITAL MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at THOMA CAPITAL MANAGEMENT LLC →
Introduction

Speak with Craig

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Craig is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TOWSON?

Browse all registered financial advisors in TOWSON, Maryland or claim this profile if it's yours.

Browse TOWSON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Craig Louis Pohl offer?
Craig Louis Pohl specializes in Financial Planning, Investment Management. Contact their office in TOWSON, Maryland for a consultation.
What are Craig Louis Pohl's credentials?
Craig Louis Pohl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Louis Pohl located?
Craig Louis Pohl is based in TOWSON, Maryland, working with THOMA CAPITAL MANAGEMENT LLC. Their office serves clients in the TOWSON metropolitan area and surrounding communities.
How does Craig Louis Pohl charge for services?
Craig Louis Pohl'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 THOMA CAPITAL MANAGEMENT LLC?
THOMA CAPITAL MANAGEMENT LLC has approximately 12 employees and manages $192M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at THOMA CAPITAL MANAGEMENT LLC

Thomas Joseph Taylor
TOWSON, MD

More Advisors in TOWSON, Maryland

Robert Sterling Killebrew
WMS PARTNERS, LLC·TOWSON, MD
Thomas Louis Schmidt
TLS ADVISORY SERVICES, INC.·TOWSON, MD
CFP
David Mark Citron
WMS PARTNERS, LLC·TOWSON, MD
Francis Midland Hogle
BASE MANAGEMENT CO·TOWSON, MD
Matthew Ryan Cellini
GREENSPRING ADVISORS, LLC·TOWSON, MD
Thomas Austin Webbert
BLUE CURVE ADVISORY, LLC·TOWSON, MD
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
BALTIMORE (162)BETHESDA (145)ROCKVILLE (90)HUNT VALLEY (66)ANNAPOLIS (39)COLUMBIA (34)CHEVY CHASE (32)TIMONIUM (20)OWINGS MILLS (18)SILVER SPRING (18)
City Guides
BALTIMORE GuideBETHESDA GuideROCKVILLE GuideHUNT VALLEY GuideANNAPOLIS Guide
Research
Advisor Fees in MarylandNational Fee Analysis
Request removal of this profile