# David Thomas,cpa,esq., PC

> David Thomas,cpa,esq., PC is a state-registered investment advisory firm in San Diego, CA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 2, 2026.

- CRD: 317778
- Filed as: DAVID THOMAS,CPA,ESQ., PC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: January 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317778
- AdvisorCensus page: https://advisorcensus.com/firm/david-thomas-cpa-esq-pc-san-diego-ca-317778

## Quick answers

**How is David Thomas,cpa,esq., PC compensated?**
On its Form ADV (Item 5.E, October 2026), David Thomas,cpa,esq., PC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is David Thomas,cpa,esq., PC located?**
David Thomas,cpa,esq., PC's principal office is in San Diego, CA, according to its Form ADV.

**Is David Thomas,cpa,esq., PC registered with the SEC or a state?**
David Thomas,cpa,esq., PC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 317778.

**How much does David Thomas,cpa,esq., PC manage?**
David Thomas,cpa,esq., PC reports $0 in regulatory assets under management in its Form ADV filing dated January 2, 2026.

**Does David Thomas,cpa,esq., PC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317778

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook @DThomas.CPA.Esq
- LinkedIn @david-thomas-cpa-esq

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. David Thomas,cpa,esq., PC (CRD 317778): Form ADV filing data as of October 2026.