Thurston Hall Investment Research, LLC

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Client assets under management

$78,000,000

Clients

100

10% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$780,000

About

Thurston Hall Investment Research provides discretionary portfolio management primarily to individual clients, including a substantial number of high-net-worth households. The firm manages accounts using equities, fixed income, mutual funds, ETFs, government securities and options, and offers clients access to eMoney financial planning software while not preparing standalone financial plans.

The firm follows a fundamentally driven, conservative investment approach that emphasizes limited trading, diversification, and ongoing suitability reviews based on clients’ financial profiles. Managed accounts are reviewed weekly and holdings are monitored at least quarterly; options are used selectively (with an expressed 10% typical exposure limit unless otherwise directed) and suitability and concentration checks are applied before implementation.

What distinguishes Thurston Hall from many similar small RIAs is its documented use of derivatives and the potential for borrowing/margin in client accounts to support strategies such as options, subject to suitability assessments and client authorization. The firm is a small, independent adviser overseeing roughly $75 million for about 100 clients, rarely aggregates trades, and requires clients to direct their choice of broker (while recommending Schwab for custody and execution).

Client services

Portfolio management

Expertise

Options & derivatives strategies

Fee options

Percentage

$0 - $1,999,999: 1.0% $2,000,000+: 0.5%

Other

Fee-only: Annual fee based on assets under management per tiered schedule.

Main office location

Thurston Hall Investment Research, LLC

383 Elliot Street, Suite 100 F

Newton MA 02464, United States

Number of offices

Most active in

Florida · Massachusetts · New Jersey

Disclosures

Business activities & affiliations

Is not 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.

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.

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.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 617-459-6042

Advisors at this firm

Craig W

Series 63, Series 65

Osprey, FL

Thurston Hall Investment Research, LLC

Craig Wolpert is a financial advisor with Thurston Hall Investment Research, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Thurston Hall since 2005. Thurston Hall Investment Research provides discretionary portfolio management primarily to individual and high-net-worth clients, employing a fundamentally driven, conservative approach that emphasizes diversification, limited trading, and ongoing suitability reviews. The firm utilizes equities, fixed income, mutual funds, ETFs, government securities, and options, and is notable for its documented use of derivatives and margin strategies subject to client authorization and suitability assessments.

Options & derivatives strategies

Sid C

Series 63, Series 65

Newton, MA

Thurston Hall Investment Research, LLC

Sid Chaudhry is a financial advisor at Thurston Hall Investment Research, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Familywealth Asset Management and Fidelity Investments. Thurston Hall Investment Research provides discretionary portfolio management primarily to individual clients, including many high-net-worth households. The firm employs a fundamentally driven, conservative investment approach with limited trading and diversification, and it uses derivatives and margin strategies subject to suitability and client authorization.

Options & derivatives strategies

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