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Thomas & Atkinson Capital Management LLC (Menlo Park)


Thomas & Atkinson Capital Management LLC is a large advisory firm based in Menlo Park. It manages $129 million of regulatory assets for 131 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California and New Hampshire.

Thomas & Atkinson Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Thomas & Atkinson Capital Management: assets under management

The assets under management (AUM) of Thomas & Atkinson Capital Management LLC is $129 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 293% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $129 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $984.73 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Thomas & Atkinson Capital Management LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Menlo Park

The principal office where Thomas & Atkinson Capital Management LLC performs its advisory services is located at 1040 Noel Drive, Menlo Park, CA 94025 3357, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-926-0795 or by fax 650-926-0796. The normal business hours are 10 a.m. - 5 p.m. on Monday - Friday.


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