Linden Thomas Advisory Services, LLC
Linden Thomas Advisory Services, LLC is a registered investment adviser headquartered in Charlotte, North Carolina. Founded in 2017, the firm focuses on providing investment management and financial planning services primarily to high net worth individuals, other individuals, pension and profit sharing plans, and charitable organizations. As of March 2025, the firm manages approximately $1.6 billion in assets and has 11 employees, split between investment professionals and brokers. Linden Thomas Advisory Services is an affiliate of Linden Thomas & Company and provides ongoing account and investment monitoring tailored to client needs.
Investment Strategy
Linden Thomas Advisory Services, LLC employs a disciplined, academically driven approach to portfolio construction, emphasizing direct ownership of individual securities with a focus on earnings quality, cost efficiency, and long-term compounding. Rather than utilizing pooled mutual funds, the firm builds each portfolio individually, aiming to maximize investor returns while minimizing inefficiencies found in broader market cap-weighted strategies. The advisory team also offers access to proprietary index funds and third-party managers, with ongoing portfolio monitoring and adjustment to align with client objectives and market conditions.
Top Holdings
Equity Positions (475)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 3.16% | $28.7M | 181,647 | $70.24 | $157.99 | +$9.8M |
M META | META PLATFORMS INC | 1.81% | $16.4M | 22,240 | $358.72 | $738.09 | +$4.1M |
A AAPL | APPLE INC | 1.73% | $15.7M | 76,455 | $189.50 | $205.17 | +$3.7M |
M MSFT | MICROSOFT CORP | 1.53% | $13.9M | 27,903 | $382.26 | $497.41 | +$3.9M |
A AVGO | BROADCOM INC | 1.16% | $10.5M | 38,202 | $65.08 | $275.65 | +$4.3M |