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THRIVE CAPITAL MANAGEMENT, LLC
CRD 281347File 801-119936
APPROVED
Retail clients
Disclosure events
Filing as of Jun 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$656.7M
Above cohort median (national)
Discretionary AUM
$656.7M
Clients
786
2,240 accounts
Employees
26
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Dec 7, 2020
- Principal office
- 500 W OFFICE CENTER DRIVE, SUITE 300, FORT WASHINGTON, PA, 19034
- Phone
- 800-516-5861
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $656.7M
- Discretionary AUM
- $656.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,240
- Non-discretionary accounts
- 0
- Total accounts
- 2,240
- AUM per client
- $836K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $3.1M |
| High net worth individuals | 199 | $435.3M |
| Individuals (other than high net worth individuals) | 584 | $218.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.