Anil
Thomas

Kennedy Capital Management

CRD#5477570
Investment Advisor
in Saint Louis, MO

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About this Advisor

Anil Thomas is a financial advisor operating in Saint Louis, Missouri, who has 3 years of industry experience. Thomas is currently employed by Kennedy Capital Management. Throughout their career, Thomas has worked at Geneva Investment Management Of Chicago, LLC, Oppenheimerfunds, Jackson National Life Distributors LLC, Ppm America, Inc, Kennedy Capital Management and Imst Distributors, LLC. Thomas has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Missouri and Texas. Kennedy Capital Management is a registered investment firm headquartered in Saint Louis, MO. It handles $4 billion in assets among its 173 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 20 charities and foundations. Of its 173 client accounts, 34% belong to high-net-worth investors who have at least $1 million in assets. Kennedy Capital Management performs a diverse assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Fees for financial management usually are based on which services are provided. Fees charged by Kennedy Capital Management typically consist of asset-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

10829 Olive Boulevard
Saint Louis, MO 63141

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Kennedy Capital Management Brokerage Details

Total Assets Under Management

$3,721,608,110

MO Average: $11,469,110,461
Total Number of Employees

43

MO Average: 458
Total Number of Accounts

173

MO Average: 33,415
Average Account Size

$21,512,186

MO Average: $343,232

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Anil Thomas Work History

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

2020 - Present (4 years)

Kennedy Capital Management

2020 - Present (4 years)

Imst Distributors, LLC

2018 - 2020 (2 years)

Jackson National Life Distributors LLC

2018 - 2020 (2 years)

Ppm America, Inc

2013 - 2017 (4 years)

Oppenheimerfunds

2005 - 2013 (8 years)

Geneva Investment Management Of Chicago, LLC

*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 Anil Thomas 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 Kennedy Capital Management

Joyce Butler
Saint Louis, MO
Patrick Mosman
Saint Louis, MO
James Dunnegan
Saint Louis, MO
Thomas Leritz
Saint Louis, MO
Mcafee Burke
Saint Louis, MO
Gary Kauppila
Saint Louis, MO
Donald Cobin
Saint Louis, MO
Michael Bertz
Saint Louis, MO

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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