Thomas Carlson
Advisor at 8020 Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Thomas Carlson is a CFA charterholder and financial advisor at 8020 Capital LLC with five years of industry experience. He previously worked at Northern Trust Corporation for 11 years, including senior portfolio management roles. 8020 Capital LLC provides discretionary wealth management and financial planning services primarily to high-net-worth individuals, trusts, estates, and businesses. The firm employs a long-term, portfolio-specific investment approach using both fundamental and technical analysis to guide asset allocation and security selection.
Expertise
Based on 8020 Capital LLC
Wealth management
Active portfolio management
Tax-loss harvesting
College savings (529s, UTMA, etc.)
Fee options
0.50% to 0.75% annually
Location
Marietta, GA
Most active in
Thomas C has reported serving >5 clients in these states in the last 12 months.
Georgia
Work history
8020 Capital LLC
2021 - Present (5 years)
Northern Trust Corporation
2010 - 2021 (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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