Data / Investment advisers / Virginia / Thompson Siegel & Walmsley LLC
Thompson Siegel & Walmsley LLC, Richmond, VA: $21.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Thompson Siegel & Walmsley LLC is an SEC registered investment adviser with its main office in Richmond, Virginia and reports $21.1 billion in regulatory assets under management in its Form ADV filed April 1, 2026. Its clients include investment companies, state and municipal governments and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 4 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 105726
- SEC file number
- 801-6273
- SEC status
- Approved, effective January 17, 1970
- Main office
- 6641 West Broad Street Suite 600, Richmond, VA 23230
- Phone
- (804) 353-4500
- Regulatory AUM
- $21,146,500,000 in the Form ADV filed April 1, 2026
- Discretionary AUM
- $19,942,900,000
- Non discretionary AUM
- $1,203,600,000
- Accounts
- 4,481
- Employees
- 63, of which 31 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 4: 3 hedge funds, 1 other private fund
- Gross assets of private funds
- $276,921,010
- Umbrella registration
- 1 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 14 | $11.13 billion |
| State or municipal government entities | 9 | $3.52 billion |
| Pooled investment vehicles | 14 | $2.57 billion |
| Pension and profit sharing plans | 14 | $1.26 billion |
| High net worth individuals | 60 | $703.8 million |
| Individuals (other than high net worth individuals) | 156 | $467 million |
| Insurance companies | 4 | $363.1 million |
| Charitable organizations | 24 | $182.5 million |
| Corporations or other businesses | Fewer than 5 | $2.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| January 2, 2026 | $21.15 billion | December 17, 2025 |
| December 1, 2025 | $20.81 billion | May 16, 2025 |
Other advisers in Richmond
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Davenport & Company LLC | Richmond | $24.70 billion | 3 | adviserinfo.sec.gov |
| The London Company of Virginia | Richmond | $14.89 billion | Not listed | adviserinfo.sec.gov |
| Cary Street Partners | Richmond | $10.25 billion | Not listed | adviserinfo.sec.gov |
| Agincourt Capital Management, LLC | Richmond | $9.95 billion | Not listed | adviserinfo.sec.gov |
| Spider Management Company, LLC | Richmond | $8.11 billion | 1 | adviserinfo.sec.gov |
| Richmond Capital Management Inc | Richmond | $5.93 billion | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Richmond, VA
- Investment advisers in Virginia
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving investment companies
- Advisers serving state and municipal governments
- Advisers that manage private funds
- Thompson Siegel & Walmsley LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.