THOMPSON DAVIS & CO., INC.
B51
CRD 41353·SEC 801-120472·RICHMOND, VA
AUM
$211.3M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$634K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'22 · $119.4M
'23 · $175.0M
'25 · $206.9M
'26 · $211.3M
'22'26
$119.4M → $211.3M▲ +77%
Client mix
| Individuals High Net Worth | 206 |
| Individuals Other | 88 |
| Corporations | 5 |
| Pooled Investment Vehicles | 1 |
Operations
Advisory staff (5-yr trend)
'22 · 9 advisors
'23 · 9 advisors
'25 · 6 advisors
'26 · 6 advisors
'22'26
9 advisors → 6 advisors▼ -33%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Bank of America, National Association
Compliance & brand
All other collected signals (19)
Everything else we've pulled for this record, not yet curated into a section.
Fdic Zip Branches Raw
Signet Bank-VirginiaRichmond, VA
Central Fidelity National BankRichmond, VA
Soi Zip Distribution
Stub 1
| AGI | 46,448 |
| Returns | 3,840 |
Stub 2
| AGI | 130,546 |
| Returns | 3,510 |
Stub 3
| AGI | 180,495 |
| Returns | 2,930 |