Thayer Financial, L.l.c.
Thayer Financial, L.l.c. is an SEC-registered mass-market adviser in Hickory, NC with $106.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Thayer Financial, L.l.c.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304729, SEC 801-135029, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $106.4M (2026-02-18)
- Firm type
- Mass-Market Adviser
- Location
- Hickory, NC
- Employees
- 3
- Clients
- 125
- CRD
- 304729
- Ownership
- Smith, Robert, Deaton; Smith, Kelly; SMITH, KELLY, SHOOK
How much AUM does Thayer Financial, L.l.c. have?
Thayer Financial, L.l.c. reported $106.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Thayer Financial, L.l.c.?
Disclosed owners and executives of Thayer Financial, L.l.c. include Smith, Robert, Deaton, Smith, Kelly, SMITH, KELLY, SHOOK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.