# Thomas Investment Advisors LLC

> Thomas Investment Advisors LLC is a state-registered investment advisory firm in Orange, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 4, 2026.

- CRD: 334544
- Filed as: THOMAS INVESTMENT ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Orange, CA
- Filing period: October 2026
- Form ADV filing dated: August 4, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334544
- AdvisorCensus page: https://advisorcensus.com/firm/thomas-investment-advisors-llc-orange-ca-334544

## Quick answers

**How is Thomas Investment Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Thomas Investment Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Thomas Investment Advisors LLC located?**
Thomas Investment Advisors LLC's principal office is in Orange, CA, according to its Form ADV.

**Is Thomas Investment Advisors LLC registered with the SEC or a state?**
Thomas Investment Advisors LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334544.

**How much does Thomas Investment Advisors LLC manage?**
Thomas Investment Advisors LLC reports $12,239,205 in regulatory assets under management in its Form ADV filing dated August 4, 2026 (100% discretionary).

**What types of clients does Thomas Investment Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (6).

**Does Thomas Investment Advisors 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/334544

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $12,239,205
- Discretionary: $12,239,205
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 6 | $12,239,205 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 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)
- thomasinvestmentadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Thomas Investment Advisors LLC (CRD 334544): Form ADV filing data as of October 2026.