Thomas Lucius Lowish
Investment Adviser Representative at Diversifi Capital Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Thomas Lucius Lowish is an investment adviser representative with Diversifi Capital Inc in Los Altos, CA, where they have been registered since 2022, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 63 (state securities agent). They are registered to provide investment advice in California.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- UnemployedJun 2021 – Jan 2022Berkeley, CA
- StudentFeb 2012 – Apr 2022Berkeley, CA
- DiversiFi Capital LLCMar 2022 – no end date reportedSan Francisco, CA
- DiversiFi Capital LLCJan 2022 – no end date reportedSan Francisco, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Diversifi Capital Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Firm account minimum
- $50,000 (waivable)
- $50,000 – $499,9991.20%
- $500,000 – $999,9991.00%
- $1,000,000 – $4,999,9990.80%
- $5,000,000 – $14,999,9990.60%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning, wealth management (including direct indexing, tax-loss harvesting, and risk management for concentrated stock and equity-heavy portfolios), and covered call strategies designed to generate income from concentrated stock positions while working toward diversification.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Los Altos, CA
- SEC file number:
- 801-121391
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 17, 2026
View full firm profileOther advisors at Diversifi Capital Inc
6 other advisors in the directory
Similar advisors in Los Altos, CA
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Thomas Lucius Lowish has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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