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THOMAS EVERETT INVESTMENTS, LLC

Advisory

OH

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

Average account
$46K
across 93 accounts
AUM per adviser
$4M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 27, 2026.

Total AUM
$4M
Discretionary %
0%
Clients
68
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$4M
Discretionary AUM$0
Non-Discretionary AUM$4M
Discretionary %0%
Total Clients68
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

OWNERSHIP ADVISORS, INC.
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$4M
+2.1% 1Y
FAIRPOINT WEALTH MANAGEMENT, LLC
$4M
42 INVESTMENT ADVISORY GROUP, LLC.
PEPPER PIKE, OH
$4M
-8.6% 1Y
WEALTH PINNACLE, INC.
$4M
TRIANGULATED CAPITAL MANAGEMENT, LLC
$4M
OMEGA CAPITAL MANAGEMENT LLC
NEW ALBANY, OH
$4M

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