RIA Intel›Advisers›North Carolina›LINDEN THOMAS ADVISORY SERVICES, LLC

LINDEN THOMAS ADVISORY SERVICES, LLC

Advisory

N·CHARLOTTE, NC

Data as of May 27, 2026 · Source: SEC Form ADV

Total AUM
$1.8B
1-Year AUM Growth
+20.2%
3-Year CAGR
+11.0%
Employees
8
Assets Under Management
Total AUM$1.8B
Discretionary AUM$1.1B
Non-Discretionary AUM$654M
Discretionary %63.1%
Total Clients1,590
Team
Total Employees8
Investment Advisers14
Employee Growth (1Y)-20.0%
Filing History
Total Filings on Record28
First FilingMay 22, 2017
Latest FilingMay 27, 2026
🔒 Full AUM trend chart and 28 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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