Thompson Davis & Co. Inc.
Thompson Davis & Co., Inc. is an independent asset management and investment advisory firm based in Richmond, VA, founded in 2002. The firm provides wealth management, financial planning, and institutional equity research for individuals, families, retirement plan sponsors, corporations, and institutional clients. With a boutique approach, TD&Co. emphasizes personalized service and tailored portfolio management, focusing on original investment ideas and strategies. The firm maintains high standards of integrity and professionalism, aiming to help clients preserve and grow their wealth. As of 2025, the firm employs approximately 11-15 people.
Investment Strategy
Thompson Davis & Co. employs a tailored approach to portfolio management, aligning investment solutions with each client’s unique goals and risk tolerance. The firm offers comprehensive wealth management and financial planning, utilizing a disciplined process that emphasizes diligent research, diversification, and active management across market cycles. Its philosophy centers on integrity, client alignment, and a boutique experience that allows clients direct access to their managers. The firm is unconstrained by product allegiance and focuses on both growth and capital preservation. Investment ideas are developed independently, guided by deep analysis and client needs.
Top Holdings
Equity Positions (195)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SMID | SMITH MIDLAND CORP | 31.09% | $59.5M | 1,773,862 | $39.64 | $33.56 | +$3.2M |
B BCPC | BALCHEM CORP | 6.34% | $12.1M | 76,234 | $159.20 | $159.20 | +$12.1M |
C CSL | CARLISLE COS INC | 4.07% | $7.8M | 20,882 | $247.57 | $373.40 | +$653.0K |
W WMT | WALMART INC | 2.28% | $4.4M | 44,642 | $94.56 | $97.78 | +$3.7M |
D DOV | DOVER CORP | 2.00% | $3.8M | 20,920 | $180.90 | $183.23 | +$157.9K |