Linden Thomas Advisory Services, LLC
Charlotte, NC·SEC-registered · CRD #288557
Linden Thomas Advisory Services, LLC is an SEC-registered investment advisory firm in Charlotte, NC managing $1.8B across 9.9k client accounts, with 8 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.8B
Client accounts
9.9k
Advisory staff
8
Fee model
Fee-based
How Linden Thomas Advisory Services, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Linden Thomas Advisory Services, LLC
How much does Linden Thomas Advisory Services, LLC manage?
Per its most recent SEC Form ADV filing (05/27/2026), Linden Thomas Advisory Services, LLC reports $1.8B in regulatory assets under management across roughly 9.9k client accounts.
How does Linden Thomas Advisory Services, LLC charge?
Linden Thomas Advisory Services, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Linden Thomas Advisory Services, LLC a fiduciary?
Yes. Linden Thomas Advisory Services, LLC is registered with the U.S. Securities and Exchange Commission (CRD #288557), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Linden Thomas Advisory Services, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Linden Thomas Advisory Services, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Charlotte, NC
Profile compiled from Linden Thomas Advisory Services, LLC's public SEC Form ADV filing (CRD #288557, filed 05/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Linden Thomas Advisory Services, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Linden Thomas Advisory Services, LLC? Claim this profile.