THOMPSON CAPITAL MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $200.1M |
| Discretionary | $189.6M95% of AUM |
| Non-Discretionary | $10.5M |
| Client Accounts | 221 |
| Avg Account Size | $906K |
| Employees | 3 |
| Peak AUM | $416.0MMar 2022 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $200M | +9.3% | 6.1% | 1.0% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $200.1M |
| Discretionary | $189.6M |
| Employees | 3 |
| Client Accounts | 221 |
| Client Range | 51-100 |
Contact & Location
Phone
(312) 278 1003
Filing History
19 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$190M
94.8% of AUM
Non-Discretionary
$10M
5.2% of AUM
Disc. mix ▲ 0.7pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported