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THURSTON ADVISORS

VERO BEACH, FL · CRD 318422 · IAPD ↗ · thurstongroup.com · 312-255-0077

$480.9MRegulatory AUM
8Advisory reps
9Employees
0Clients
n/aPlanning clients
9Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2026 — THURSTON ADVISORS reported RAUM up 30% ($371.2M -> $480.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
83
August 2024 — THURSTON ADVISORS (VERO BEACH, FL) is newly SEC-registered with $315.9M RAUM and 9 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.