AdvisorOS Directory
Claim Profile
IT

Iii Eldon Thoma

LOCALSHARES, INC.·NASHVILLE, Tennessee
Unclaimed Profile
618 CHURCH STREET, NASHVILLE, TN 37219CRD# 4884158Firm CRD# 167944
01

About

Iii Eldon Thoma is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with LOCALSHARES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
LOCALSHARES INVESTMENTS, LLC
LOCALSHARES INVESTMENTS
AUM
$8M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at LOCALSHARES INVESTMENTS, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4884158
Firm CRD# 167944
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NASHVILLE?

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

Browse NASHVILLE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Iii Eldon Thoma offer?
Iii Eldon Thoma specializes in Investment Management, Fee-Only Advisory. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Iii Eldon Thoma's credentials?
Iii Eldon Thoma is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Iii Eldon Thoma located?
Iii Eldon Thoma is based in NASHVILLE, Tennessee, working with LOCALSHARES, INC.. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Iii Eldon Thoma charge for services?
Iii Eldon Thoma's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOCALSHARES, INC.?
LOCALSHARES, INC. has approximately 2 employees and manages $8M 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 in NASHVILLE
Maclin Paschall Davis — GEN CAP AMERICA, INC.Barney Duncan Byrd — GEN CAP AMERICA, INC.Stephen Elisha Blackmon — GEN CAP AMERICA, INC.George Bullard Stadler — HMS CAPITAL MANAGEMENT, LLCDonald Dudley Napier — GEN CAP AMERICA, INC.
Nearby cities in Tennessee
MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)FRANKLIN (76)
City Guides
MEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile