Lucius
Hamilton

Thurston Springer Advisors

CRD#6367986
Investment Advisor
in Indianapolis, IN

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About this Advisor

Lucius Hamilton is a certified financial planner based in Indianapolis, Indiana with a total of 3 years of industry experience. Hamilton is on the advisory team at Thurston Springer Advisors. Throughout their career, they have worked at Thurston Springer Miller Herd & Titak, Inc, Student and Thurston Springer Miller Hed & Titak, Inc. Hamilton maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Indiana. Thurston Springer Advisors is a registered investment company that has its headquarters in Indianapolis, IN. The company has offices in 23 locations and a total of 67 financial advisors. It handles $1 billion in total assets across its 3,556 accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 3,556 accounts, just 11% are held by high-net-worth investors who have greater than $1 million in investable assets. Thurston Springer Advisors performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules largely depend on the type of services provided. However, fees charged by Thurston Springer Advisors can include some combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

9000 Keystone Crossing Seventh Floor
Indianapolis, IN 46240

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Thurston Springer Advisors Brokerage Details

Total Assets Under Management

$1,112,976,471

IN Average: $1,347,246,178
Total Number of Employees

67

IN Average: 46
Total Number of Accounts

3,556

IN Average: 1,775
Average Account Size

$312,986

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Lucius Hamilton Work History

Lucius has been registered as a financial advisor for 3 years.*

2015 - Present (9 years)

Thurston Springer Miller Herd & Titak, Inc

2014 - 2015 (1 year)

Student

2014 - 2014 (< 1 year)

Thurston Springer Miller Hed & Titak, Inc

2004 - 2014 (10 years)

Student

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lucius Hamilton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Thurston Springer Advisors

Kevin Mcdougall
Indianapolis, IN
James Gibbons
Annapolis, MD
Hanna Jackson
Indianapolis, IN
Richard Trotta
Indianapolis, IN
Elizabeth Hurst
Indianapolis, IN
Austin Murphy
Indianapolis, IN
Paul Murans
Indianapolis, IN
James Longstreth
Indianapolis, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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