RIA Intel›Advisers›Utah›THOMPSON ROBERT DOUGLAS

THOMPSON ROBERT DOUGLAS

Advisory

SALT LAKE CITY, UT

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in UT
#199
of 249 advisers by AUM
AUM change, 1 year
-18.8%
15th percentile in UT
AUM CAGR, 3 year
+10.8%
compound annual growth
Average account
$3M
across 29 accounts
AUM per adviser
$76M
1 advisers
Filing history
17
filings since 2001

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM
$76M
1-Year AUM Growth
-18.8%
3-Year CAGR
+10.8%
Employees
1
Assets Under Management
Total AUM$76M
Discretionary AUM$76M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients29
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record17
First FilingJan 22, 2001
Latest FilingMar 17, 2026
Full AUM trend chart and 17 historical filings spanning 25+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InUT
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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