Lowell Thomas
South Shore Capital Advisors · Boston, Massachusetts
Lowell Thomas is a fee-only financial advisor at South Shore Capital Advisors in Boston, Massachusetts, who holds the CFA credential. Lowell focuses on retirement planning and small business owners. South Shore Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | South Shore Capital Advisors |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $272.8M across 250 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 1956210 |
| Exams passed | Series 63 (1996) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sscainvest.com |
| Profile |
How Lowell's firm compares
- South Shore Capital Advisors's average account is about $1.1 million, from its Form ADV (assets managed divided by 250 accounts).
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Questions about Lowell
Is Lowell Thomas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lowell holds no broker registration, and South Shore Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lowell charge for financial advice?
Lowell's firm, South Shore Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lowell Thomas based?
Lowell Thomas is based in Boston, Massachusetts.
What does Lowell specialize in?
Lowell's specialties include retirement planning and small business owners.
What credentials does Lowell Thomas hold?
Lowell Thomas holds the CFA credential.
Is Lowell Thomas registered with the SEC?
Yes. Lowell Thomas is registered as an investment adviser representative in MA (CRD 1956210), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does South Shore Capital Advisors manage?
South Shore Capital Advisors reports $272.8M across 250 accounts in assets under management.
How do I contact Lowell Thomas?
Through Lowell's website, www.sscainvest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- South Shore Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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