Thomas Anthony
Anthony Investment Management · Wheeling, West Virginia
Thomas Anthony is a fee-only financial advisor at Anthony Investment Management in Wheeling, West Virginia. Anthony Investment Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Anthony Investment Management |
|---|---|
| Based in | Wheeling, West Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $73.5M across 224 accounts |
| SEC registration | Investment adviser representative in FL, OH, PA, WV · CRD 2497992 |
| Exams passed | Series 63 (1994) · Series 65 (1994) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Thomas's firm compares
- Anthony Investment Management's average account is about $328,000, from its Form ADV (assets managed divided by 224 accounts).
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Questions about Thomas
Is Thomas Anthony a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Anthony Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, Anthony Investment Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Thomas Anthony based?
Thomas Anthony is based in Wheeling, West Virginia.
Is Thomas Anthony registered with the SEC?
Yes. Thomas Anthony is registered as an investment adviser representative in FL, OH, PA and WV (CRD 2497992), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Anthony Investment Management manage?
Anthony Investment Management reports $73.5M across 224 accounts in assets under management.
How do I contact Thomas Anthony?
Contact details aren't on file yet. Search for Anthony Investment Management.
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
- 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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