Thinagee Investments Inc.
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About the firm
Thinagee Investments Inc. (TI) is an independent Registered Investment Adviser focused on providing wealth management and investment advisory services. They provide conflict free, fee-only services to a select group of high net worth individuals, families, and businesses, acting in a fiduciary capacity while advising clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Complete wealth management and investment advisory solutions, including client profiling and analysis, target asset allocation strategy development, existing portfolio review, asset allocation and diversification, and tax and cost minimization.
Who they serve
A select group of high net worth individuals, families, and businesses.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 11 | $4.9M |
| High Net Worth Individuals | 29 | $261M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,500,000 | 1.00% |
| Next $1,000,000 | 0.75% |
| Above $2,500,000 | 0.50% |
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Thinagee Investments Inc. 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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