Michael Thames
Advisor at Capital Analysts
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.
Firm
Capital Analysts
Location
Guyton, GA
Credentials
CFP®, Series 63, Series 66
Industry experience
14 years
Client services
Portfolio management
Pension consulting
Selection of other advisers
Fee options
$0+: 1.55% maximum total annual fee for CAAMS Fidelity 403(b) Program (0.30% Capital Analysts management fee + 1.25% maximum Financial Advisor fee) $0+: Up to 1.25% maximum annual Financial Advisor Fee for Advisor Managed Programs $0+: Up to 1.25% maximum annual Financial Advisor Fee for Advisor Managed Model and Client Custom Portfolios (fee negotiable by individual Advisor)
Fee-only: Advisory fees based on a percentage of assets under management, negotiable up to maximums (e.g., 1.25% max for Financial Advisor Fee). No commissions.
Work history
Capital Analysts
2024 - Present (2 years)
Lincoln Investment
2024 - Present (2 years)
Charles Schwab bank, SSB
2014 - 2024 (10 years)
CHARLES SCHWAB & CO., inc.
2011 - 2024 (13 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Jeremy H
Series 66
Springfield, GA
Edward Jones
Victoria W
Series 66
Port Wentworth, GA
Edward Jones
Ryan W
Series 66
Rincon, GA
Edward Jones
Amelia S
Series 63, Series 65
Springfield, GA
Capital Investment Advisory Services, LLC
Chad B
Series 66
Guyton, GA
Lincoln Investment
Talbert E
CFP®, Series 63, Series 65
Springfield, GA
Capital Investment Advisory Services, LLC
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