Advisor at St. Michaels Asset Management
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Firm
St. Michaels Asset Management
Location
St.Michaels, MD 21663
Credentials
Series 63, Series 65
Industry experience
38 years
Norval Thompson is a financial advisor at St. Michaels Asset Management with 38 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Quoin Capital LLC and N.E. Thompson & Co., where he currently serves as CEO of a holding company affiliated with his advisory firm. St. Michaels Asset Management provides discretionary portfolio management to individuals, trusts, retirement plans, and small businesses, emphasizing a socially responsible investment approach that combines macroeconomic and fundamental analysis. The firm manages approximately $3.6 million in client assets across about 60 accounts and offers tailored portfolios that address clients’ cash-flow needs and investment restrictions.
Based on St. Michaels Asset Management
Separate flat fees for SEP IRA accounts managed individually.
$0 - $5,000,000: 2.00% $5,000,001 - $25,000,000: 1.50% $25,000,001 - $100,000,000: 1.00% $100,000,001+: 1.00%
953 S. Talbot St., Po Box 1136
St.Michaels, MD 21663
Florida · Maryland · Pennsylvania · Texas
Quoin Capital LLC
2007 - 2022 (15 years)
N.E. Thompson & Co.
1997 - Present (29 years)
St. Michaels Asset Management, LLC
1997 - Present (29 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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