Thomas Isgrig
Isgrig Capital Asset Management · Cincinnati, Ohio
Thomas Isgrig is a fee-only financial advisor at Isgrig Capital Asset Management in Cincinnati, Ohio. Thomas focuses on retirement planning and estate & legacy planning. Isgrig Capital Asset Management reports charging hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Isgrig Capital Asset Management |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in CO, IN, KY, LA, OH, PA, TX · CRD 2727717 |
| Exams passed | Series 65 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.icamllc.com |
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Questions about Thomas
Is Thomas Isgrig a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Isgrig Capital Asset 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, Isgrig Capital Asset Management, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Isgrig based?
Thomas Isgrig is based in Cincinnati, Ohio.
What does Thomas specialize in?
Thomas's specialties include retirement planning and estate & legacy planning.
Is Thomas Isgrig registered with the SEC?
Yes. Thomas Isgrig is registered as an investment adviser representative in CO, IN, KY, LA, OH, PA and TX (CRD 2727717), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Thomas Isgrig?
Through Thomas's website, www.icamllc.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
- Isgrig Capital Asset Management 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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