# Thor Wealth Management Inc

> Thor Wealth Management Inc is an SEC-registered investment advisory firm in Cincinnati, OH, registered since 1992, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 18, 2026.

- CRD: 105902
- Filed as: THOR WEALTH MANAGEMENT INC
- Legal name: Thor Investment Management Inc
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105902
- AdvisorCensus page: https://advisorcensus.com/firm/thor-wealth-management-inc-cincinnati-oh-105902

## Quick answers

**How is Thor Wealth Management Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Thor Wealth Management Inc reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Thor Wealth Management Inc located?**
Thor Wealth Management Inc's principal office is in Cincinnati, OH, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Thor Wealth Management Inc registered with the SEC or a state?**
Thor Wealth Management Inc is an SEC-registered investment advisory firm, registered since 1992. Status as filed: Approved. CRD 105902.

**How much does Thor Wealth Management Inc manage?**
Thor Wealth Management Inc reports $678,708,777 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (100% discretionary).

**How have Thor Wealth Management Inc's assets and staff changed since 2021?**
In the Form ADV data for Thor Wealth Management Inc: Regulatory assets under management: $359,717,964 in the October 2021 data and $678,708,777 in the October 2026 data, up 89%. Total employees: 10 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Thor Wealth Management Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (304); high net worth individuals (175); pension and profit sharing plans (but not the plan participants or government pension plans) (14).

**Which custodians does Thor Wealth Management Inc use?**
Thor Wealth Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Thor Wealth Management Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105902

**Does Thor Wealth Management Inc state an account minimum?**
Its Form ADV Part 2A brochure dated May 18, 2026 says: "There is no minimum account size."

**What changed in Thor Wealth Management Inc's recent Form ADV filings?**
In the February 2026 filing data: Employees performing advisory functions went from 8 to 7. Regulatory assets under management went from $557,747,690 to $678,708,777 (+22%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 18, 2026)

- Account minimum: None

> There is no minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $678,708,777
- Discretionary: $678,708,777
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 304 | $144,135,923 |
| High net worth individuals | 175 | $504,352,625 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 14 | $27,530,239 |
| Charitable organizations | Fewer than 5 | $1,120,542 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,569,448 |

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

### Firm details
- Registered since: 1992 (34 years)
- Employees: 15 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IL, IN, KY, MI, NC, OH, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Cincinnati, OH

### Websites listed on Form ADV (Item 1.I)
- thorwealthmanagement.com
- Facebook @THORWEALTH
- Instagram @thorwealthmanagement_
- LinkedIn @THOR-WEALTH-MANAGEMENT
- X @THORInvest
- YouTube @UC_cNWUYLLMX5JYXlUcooslw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $359,717,964 | 10 | July 14, 2021 |
| October 2022 | $414,893,761 | 10 | May 26, 2022 |
| October 2023 | $435,617,898 | 11 | March 15, 2023 |
| October 2024 | $514,126,921 | 10 | February 29, 2024 |
| October 2025 | $557,747,690 | 13 | February 26, 2025 |
| October 2026 | $678,708,777 | 15 | May 18, 2026 |

Regulatory assets under management: $359,717,964 in the October 2021 data and $678,708,777 in the October 2026 data, up 89%.
Total employees: 10 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Employees performing advisory functions went from 8 to 7.
- Regulatory assets under management went from $557,747,690 to $678,708,777 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Thor Wealth Management Inc (CRD 105902): Form ADV filing data as of October 2026.