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Thayer Financial, L.L.C.

● SEC registered since 2026CRD 304729SEC# 801-135029Hickory, NC
Export (members)
Reg. AUM
$103.5M
Employees
3
Accounts
498
Location
Hickory, NC

Thayer Financial, L.L.C. assets under management

Thayer Financial, L.L.C. is an investment advisory firm registered with the SEC based in Hickory, NC. The firm has been registered since 2026. It reports $103.5 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/thayer-financial-llcView on SEC.gov ↗

Thayer Financial, L.L.C. owners & executives

2 reported
NameTitleOwnershipSince
Kelly Shook Smith ControlDirector Of Operations, Cco, Member50-75%2025
Robert Deaton Smith ControlPresident, Member50-75%2018

Frequently asked questions

How much does Thayer Financial, L.L.C. manage?

Thayer Financial, L.L.C. reports $103.5 million in regulatory assets under management on its Form ADV.

How many employees does Thayer Financial, L.L.C. have?

Thayer Financial, L.L.C. reports 3 employees.

Where is Thayer Financial, L.L.C. located?

Thayer Financial, L.L.C. is based in Hickory, NC and has been SEC-registered since 2026.

Does Thayer Financial, L.L.C. disclose fund performance?

Thayer Financial, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address439 4th Street SW, Hickory, NC 28602
Phone(828) 569-2785
Office hours9:00 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$103.5M
Non-discretionary$0
Total (RAUM)$103.5M