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Managing Partner · Thrive Capital Management, LLC

Karen L. Bezar

CRD 5118424 · 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 Karen L. Bezar on its Form ADV as Managing Partner, a control person.

Firms and roles

AtlasMembers

Karen’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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
  • Bret T. ElamManaging 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 Karen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.