RIA Intel›Advisers›Texas›LARRY THOMPSON & ASSOCIATES, INC.

LARRY THOMPSON & ASSOCIATES, INC.

Advisory

N·DALLAS, TX

Data as of Mar 22, 2016 · Source: SEC Form ADV

Total AUM

$2.3B

1-Year AUM Growth

+0.3%

3-Year CAGR

+10.2%

Employees

5

Assets Under Management

Total AUM$2.3B

Discretionary AUM$83M

Non-Discretionary AUM$2.2B

Discretionary %3.6%

Total Clients—

Team

Total Employees5

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record16

First FilingMar 26, 2007

Latest FilingMar 22, 2016

🔒 Full AUM trend chart and 16 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LARRY THOMPSON & ASSOCIATES, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.