Thornton Capital Advisors, Inc. (San Diego)

Name: Thornton Capital Advisors, Inc.
Address: 9710 Scranton Road, San Diego, CA, 92121 1744
Telephone: 858-362-8612

Thornton Capital Advisors, Inc. is a large advisory firm based in San Diego. It manages $25 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California and Texas.

Thornton Capital Advisors provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Thornton Capital Advisors: assets under management

The assets under management (AUM) of Thornton Capital Advisors, Inc. is $25 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $25 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Thornton Capital Advisors, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Thornton Capital Advisors, Inc.

Mark Rodney Bernier has been acting as President since 1 Apr 2001. Ltd Komodo Holdings joined the executive team most recently as the Shareholder Common.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Rodney Bernier	President/ceo	1 Apr 2001	25% - 50%	1880623
Burgess Nathaniel Hallums	Evp	1 Apr 2001	25% - 50%	1619983
Strategica Services Corporation	Shareholder - common	1 Apr 2001	Other	65 0378233
Ralph Anthony Donato	Vp	1 Apr 2001	Other	4505129
Ltd Komodo Holdings	Shareholder - common	1 Oct 2001	Other	foreign entity

Based in San Diego

The principal office where Thornton Capital Advisors, Inc. performs its advisory services is located at 9710 Scranton Road, San Diego, CA 92121 1744, 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 858-362-8612 or by fax 858-362-8637. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.thorntonadvisors.com.