Thomas Homan
Momentum Investment Management · Holyoke, Massachusetts
Thomas Homan is a fee-only financial advisor at Momentum Investment Management in Holyoke, Massachusetts. Momentum Investment Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Momentum Investment Management |
|---|---|
| Based in | Holyoke, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $4.5M across 26 accounts |
| SEC registration | Investment adviser representative in MA · CRD 2178914 |
| Exams passed | Series 63 (1991) · Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Thomas's firm compares
- Momentum Investment Management's average account is about $172,000, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Thomas
Is Thomas Homan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Momentum 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, Momentum Investment Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Thomas Homan based?
Thomas Homan is based in Holyoke, Massachusetts.
Is Thomas Homan registered with the SEC?
Yes. Thomas Homan is registered as an investment adviser representative in MA (CRD 2178914), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Momentum Investment Management manage?
Momentum Investment Management reports $4.5M across 26 accounts in assets under management.
How do I contact Thomas Homan?
Contact details aren't on file yet. Search for Momentum 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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