Unclaimed Profile

Adam Robert Thalhimer

THOMPSON DAVIS & CO., INC.·RICHMOND, Virginia

SIE, Series 7, Series 63, Series 86, Series 87CFAClean record7 years registeredTHOMPSON DAVIS & CO., INC.

9030 STONY POINT PKWY, STE 100, RICHMOND, VA 23235CRD# 4472072Firm CRD# 41353

Profile Verification

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

Identity

Adam Robert Thalhimer · RICHMOND, VA

Registration

CRD #4472072 · THOMPSON DAVIS & CO., INC. · 7 years registered

Brand Profile

Not yet started

Career History

THOMPSON DAVIS ASSET MANAGEMENT

Aug 2018 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 86

Series 87

Registration record

First registered · August 29, 2018

Years registered · 7

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THOMPSON DAVIS & CO., INC.

CRD 41353 · SEC 801-120472

AUM

$159M

Regulatory assets under management

Employees

289 client accounts

Services offered by THOMPSON DAVIS & CO., INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at THOMPSON DAVIS & CO., INC. →

Introduction

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Frequently Asked Questions

What services does Adam Robert Thalhimer offer?

Adam Robert Thalhimer specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Adam Robert Thalhimer's credentials?

Adam Robert Thalhimer holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Adam Robert Thalhimer located?

Adam Robert Thalhimer is based in RICHMOND, Virginia, working with THOMPSON DAVIS & CO., INC.. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Adam Robert Thalhimer charge for services?

Adam Robert Thalhimer's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THOMPSON DAVIS & CO., INC.?

THOMPSON DAVIS & CO., INC. has approximately 10 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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