Thayer Financial, L.L.C.: new SEC registration, $106M AUM, Hickory, NC
Thayer Financial, L.L.C. (Hickory, North Carolina): new SEC registration, $106M AUM, Hickory, NC. Its amount of 106 is below the median of 134 (17th percentile). Dated 307 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 106 · 17th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 21 related NC NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Thayer Financial, L.L.C. |
| Legal name | Thayer Financial, L.L.C. |
| CRD | 304729 |
| Status | Approved |
| Registered with the SEC | 2026-01-02 |
| Latest Form ADV filing | 2026-02-18 |
| Location | Hickory, NC, United States |
| Regulatory AUM | $106,449,059 |
| Accounts | 493 |
| Employees | 3 |
| Website | https://www.linkedin.com/company/thayer-financial-llc |
| amount percentile | 17th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (22 NC records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-02
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Thayer Financial, L.L.C. and 22 North Carolina peers
- North Carolina NewRiaPulse records like this one: 22
- Thayer Financial, L.L.C.'s amount: 17th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every North Carolina peer: $4,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $106M under management.
- Website on file.
What is the NewRiaPulse record for Thayer Financial, L.L.C. in Hickory, North Carolina?
Thayer Financial, L.L.C. received SEC registration as an investment adviser (2026-01-02) with $106,449,059 in regulatory assets under management, based in Hickory, NC.
How does Thayer Financial, L.L.C. compare to other North Carolina NewRiaPulse records?
Its amount of 106 is below the median (17th percentile); smaller records often move faster and face less competition. It is 307 days old; check the official source for later updates before acting.
Thayer Financial, L.L.C. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Thayer Financial, L.L.C. | Hickory, NC | 106 | 17th | 2026-01-02 |
| Legacy Partners Financial Group, LLC | Woodstock, GA | 108 | 20th | 2026-09-29 |
| Crafted Finance, LLC | 103 | 14th | 2026-09-17 | |
| Wealth Strategies Group | Newport Beach, CA | 103 | 14th | 2026-09-15 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
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NewRiaPulse: $100M-$500M NewRiaPulse: records in North Carolina NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.