Thomas
Caywood

Pave Investment Advisors, LLC

CRD#4033066
Investment Advisor
in Allen, TX

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About this Advisor

Thomas Caywood is a financial advisor based in Allen, Texas, working with Pave Investment Advisors, LLC. Thomas has previously held positions at J.P. Morgan Securities LLC, Jpmorgan Chase Bank, Westwood Management Corp, Foreside Fund Services, LLC, Pave Securities, LLC, Pave Investment Advisors, LLC, Pave Finance, Inc, and Beechwood Capital, LLC. Thomas has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Thomas is part of Pave Investment Advisors, LLC, which operates out of Allen, Texas. The firm has 7 employees and manages assets totaling $115.5 million. The services offered by the firm include portfolio management for individuals and small businesses, as well as other services. The fee structure at Pave Investment Advisors, LLC includes fixed fees.

Certifications and Registrations

Series 66, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Other

Fee Structure

Fixed Fees

Office Location

825 Watters Creek Blvd, Bldg M, Suite 250
Allen, TX 75013

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Pave Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$115,451,200

TX Average: $7,464,549,021
Total Number of Employees

7

TX Average: 88
Total Number of Accounts

408

TX Average: 3,892
Average Account Size

$282,969

TX Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Other

Thomas Caywood Work History

2024 - Present (0 year)

Pave Securities, LLC

2024 - Present (0 year)

Pave Investment Advisors, LLC

2023 - Present (1 year)

Pave Finance, Inc

2021 - 2023 (2 years)

Foreside Fund Services, LLC

2020 - 2023 (3 years)

Westwood Management Corp

2012 - 2020 (8 years)

J.P. Morgan Securities LLC

2012 - 2020 (8 years)

Jpmorgan Chase Bank

2006 - 2021 (15 years)

Beechwood Capital, LLC

Disclosures

Please visit the SEC profile of Thomas Caywood 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 Pave Investment Advisors, LLC

Christopher Ainsworth
New York, NY
Thomas Caywood
Allen, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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