Managing Partner · Thrive Capital Management, LLC
Bret T. Elam
CRD 3258973 · Named on Form ADV at one SEC-registered adviser
At a glance
Thrive Capital Management, LLC, an SEC-registered wealth manager based in Fort Washington, PA with $657 million in regulatory assets, lists Bret T. Elam on its Form ADV as Managing Partner, a control person.
Firms and roles
- Thrive Capital Management, LLCManaging PartnerWealth manager · Fort Washington, PA · $657M in regulatory assets
AtlasMembers
Bret’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David BezarManaging Director, Thrive Capital Management, LLC
- Karen L. BezarManaging Partner, Thrive Capital Management, LLC
- Christopher J. BakDirector of Investment Operations, Thrive Capital Management, LLC
- Brett W. PohlChief Compliance Officer, Thrive Capital Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bret’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.