Thinagee Investments Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$265,400,000
Clients
40
73% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
40
LowAverage account size
$6,635,000
About
Thinagee Investments Inc. provides investment management to high-net-worth and individual clients, including families, trusts, estates, and corporate plans, delivering portfolio design, security selection, account paperwork, investment education, and ongoing account reviews. The firm is fee-only and generally charges asset-based advisory fees while using third-party custodians (primarily recommending Charles Schwab) for trade execution and custody; it does not offer wrap-fee programs.
Portfolios are built through individualized strategic asset allocation using fundamental analysis and Modern Portfolio Theory, with a mix of passive index/ETF exposure and active funds, dividend-paying stocks, bonds and, more recently, alternative investments. The adviser typically manages accounts on a discretionary basis, provides quarterly reporting and periodic reviews (including year-end tax reviews for taxable accounts), and does not rely on model portfolios or composites.
Thinagee is notable for its scale relative to staff: it manages roughly $265 million in AUM with a single portfolio manager, an AUM-per-advisor level that is uncommon for supported firms, and it recently transitioned to SEC registration while expanding its offerings to include alternative investments. The firm maintains a stated $2 million account guideline (accepting smaller accounts at management discretion), handles proxy voting for discretionary accounts, and does not take custody of client assets.
Client services
Financial planning
Portfolio management
Expertise
Private / alternative investments
Fee options
$0 - $1,500,000: 1% $1,500,001 - $2,500,000: 0.75% $2,500,001+: 0.5%
Account minimum: $2,000,000 Fee-only: Annual fees based on percentage of assets under management, paid quarterly in arrears, negotiable based on portfolio size and other business considerations.
Main office location
Thinagee Investments Inc.
2 Wisconsin Circle, Suite 700
Chevy Chase MD 20815, United States
Number of offices
1
Most active in
Thinagee Investments Inc. has reported serving >5 clients in these states in the last 12 months.
Maryland
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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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