Sign in Sign up for free

Thayer Advisory Group LLC (Annapolis)


Thayer Advisory Group LLC is a large advisory firm based in Annapolis. It manages $990.47 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Maryland.

Logo

Thayer Advisory Group provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Thayer Advisory Group: assets under management

The assets under management (AUM) of Thayer Advisory Group LLC is $990.47 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $990.47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $123.81 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Thayer Advisory Group LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Leland Clark Pillsbury Controlling shareholder 1 Dec 1990 50% - 75% 6028625
Mary Milne Pillsbury Controlling shareholder 1 Dec 1990 25% - 50% 6028695

Based in Annapolis

The principal office where Thayer Advisory Group LLC performs its advisory services is located at 1997 Annapolis Exchange Pkwy, Annapolis, MD 21401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410-268-0515 or by fax 410-268-1582. The normal business hours are 8:30 a.m.-5:30 p.m. on Monday - Friday. You can find more information about the New York firm at thayerlodging.com.


Registered investment advisers similar to Thayer Advisory Group LLC