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THURSTON ADVISORS

Legal name: THURSTON ADVISORS, LLC

CRD 318422File 801-130744
APPROVED
Custody
Filing as of May 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$480.9M
Above cohort median (national)
Discretionary AUM
$480.9M
Clients
9
9 accounts
Employees
9
Above cohort median in FL

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
MIRO
Registration date
Jul 25, 2024
Principal office
4445 N A1A, SUITE 230, VERO BEACH, FL, 32963
Phone
312-255-0077

Assets & accounts

ADV Item 5F
Total regulatory AUM
$480.9M
Discretionary AUM
$480.9M
Non-discretionary AUM
$0
Discretionary accounts
9
Non-discretionary accounts
0
Total accounts
9
AUM per client
$53.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles9$480.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromToChange
Apr 1, 2026Clients89increased by1
Apr 1, 2026AUM$371,156,742$480,922,735increased by$109,765,993
Apr 1, 2026Accounts89increased by1
May 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “THURSTON ADVISORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“THURSTON ADVISORS” may also match similarly-named firms). Confirm identity against each filing.

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.