Thomas
Hatfield

Brasada Capital Management, Lp

CRD#6810733
Investment Advisor
in Houston, TX

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About this Advisor

Thomas Hatfield is a financial advisor working in Houston, Texas. Hatfield is on the advisory team at Brasada Capital Management, Lp. During their career, the advisor has held roles at Rave Cinemas, University Of Kentucky Office Of Residence Life, Republic Bank, Home City Ice, Jackson National Life Distributors, Pacer Financial, Inc and Brasada Capital Management, Lp. Hatfield maintains Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Brasada Capital Management, Lp is a financial advisory business that has its headquarters in Houston, TX. It oversees $591 million in assets under management among its 362 customer accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 362 accounts, 42% are associated with high-net-worth investors who have greater than $1 million in assets. Brasada Capital Management, Lp provides a set of services, including portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Financial advisory fees typically are based on which services the firm provides the client. However, fees charged by Brasada Capital Management, Lp can consist of asset-based and performance-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

less than 1 year

Services Offered

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

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

3200 Southwest Freeway Suite 2160
Houston, TX 77027

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Brasada Capital Management, Lp Brokerage Details

Total Assets Under Management

$590,755,965

TX Average: $3,042,739,679
Total Number of Employees

12

TX Average: 49
Total Number of Accounts

362

TX Average: 2,315
Average Account Size

$1,631,923

TX Average: $1,314,358

Investment Advisory Services

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

Thomas Hatfield Work History

Thomas has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Brasada Capital Management, Lp

2020 - 2022 (2 years)

Pacer Financial, Inc

2017 - 2020 (3 years)

Jackson National Life Distributors

2016 - 2016 (< 1 year)

Home City Ice

2016 - 2016 (< 1 year)

Home City Ice

2015 - 2015 (< 1 year)

Republic Bank

2015 - 2016 (1 year)

University Of Kentucky Office Of Residence Life

2014 - 2014 (< 1 year)

University Of Kentucky Office Of Residence Life

2014 - 2014 (< 1 year)

Republic Bank

2014 - 2015 (1 year)

University Of Kentucky Office Of Residence Life

2012 - 2013 (1 year)

Rave Cinemas

*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 Thomas Hatfield 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 Brasada Capital Management, Lp

Hooman Amiralai
Houston, TX
Thomas Hatfield
Houston, TX
Shannon Truman
Houston, TX
Jonathan Reichek
Houston, TX
Valerie Klein
Houston, TX
Mark Mcmeans
Houston, TX
James Birdsall
Houston, TX
Daniel Prather
Houston, TX

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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