THAYER FINANCIAL, L.L.C.
  • THAYER FINANCIAL, L.L.C.
  • THAYER FINANCIAL
  • THAYER FINANCIAL, LLC

Adviser Profile

As of Date 10/20/2026
Registration SEC, Approved, 01/02/2026
Other registrations (6)
Former registrations

THAYER FINANCIAL, L.L.C.

ADV Location HICKORY, NC, United States
Contact Info (82 xxxxxxx
Websites
AUM* 106,449,059 3%
of that, discretionary 106,449,059 3%
Number of Employees 2 -33%
of those in investment advisory functions 1 -50%
Private Fund GAV* 0
Avg Account Size 215,921 4%
% High Net Worth 35.71% -2%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

106M 91M 76M 61M 46M 30M 15M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees