# Thurston Hall Investment Research, LLC

> Thurston Hall Investment Research, LLC is a state-registered investment advisory firm in Newton, MA, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 136700
- Filed as: THURSTON HALL INVESTMENT RESEARCH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Newton, MA
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136700
- AdvisorCensus page: https://advisorcensus.com/firm/thurston-hall-investment-research-llc-newton-ma-136700

## Quick answers

**How is Thurston Hall Investment Research, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Thurston Hall Investment Research, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Thurston Hall Investment Research, LLC located?**
Thurston Hall Investment Research, LLC's principal office is in Newton, MA, according to its Form ADV.

**Is Thurston Hall Investment Research, LLC registered with the SEC or a state?**
Thurston Hall Investment Research, LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 136700.

**How much does Thurston Hall Investment Research, LLC manage?**
Thurston Hall Investment Research, LLC reports $78,000,000 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**What types of clients does Thurston Hall Investment Research, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (10).

**Does Thurston Hall Investment Research, 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/136700

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $78,000,000
- Discretionary: $78,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $30,000,000 |
| High net worth individuals | 10 | $48,000,000 |

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

### Firm details
- Registered since: 2005 (21 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [thurston-hall.com](https://thurston-hall.com)
- LinkedIn @thurston-hall-investment-research-llc
- LinkedIn @craig-wolpert
- LinkedIn @sid-chaudhry

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Thurston Hall Investment Research, LLC (CRD 136700): Form ADV filing data as of October 2026.