# Thomas Everett Investments, LLC

> Thomas Everett Investments, LLC is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 318950
- Filed as: THOMAS EVERETT INVESTMENTS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318950
- AdvisorCensus page: https://advisorcensus.com/firm/thomas-everett-investments-llc-318950

## Quick answers

**How is Thomas Everett Investments, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Thomas Everett Investments, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Thomas Everett Investments, LLC registered with the SEC or a state?**
Thomas Everett Investments, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318950.

**How much does Thomas Everett Investments, LLC manage?**
Thomas Everett Investments, LLC reports $4,269,621 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (0% discretionary).

**What types of clients does Thomas Everett Investments, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (66); charitable organizations (2).

**Does Thomas Everett Investments, LLC 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/318950

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,269,621
- Discretionary: $0
- Non-discretionary: $4,269,621

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 66 | $3,440,943 |
| Charitable organizations | 2 | $828,678 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thomaseverettinvestmentsllc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Thomas Everett Investments, LLC (CRD 318950): Form ADV filing data as of October 2026.