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THRIVE CAPITAL MANAGEMENT, LLC

SEC Registered
FORT WASHINGTON, PAhttps://thrivefinancialservices.com800-516-5861
Assets Under Management
$500M–$1B
Employees
26
Office Locations
4 offices
Total Accounts
2240

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthState/Municipal

Services

retirement_planningfinancial_planning

Who they serve

Client segmentClientsAssets managed
Individuals (Non-HNW)584$218M
High Net Worth Individuals199$435M

0 total clients reported on Form ADV.

Leadership

Llc Bhnnd Enterprises
OWNER
Inc. Wealth Partners
OWNER
David Bezar
MANAGING DIRECTOR
Bret Thomas Elam
MANAGING PARTNER
Karen Lee Bezar
MANAGING PARTNER
Bret Thomas Elam
OWNER
David Bezar
OWNER
Karen Lee Bezar
OWNER
Christopher Joseph Bak
DIRECTOR OF INVESTMENT OPERATIONS

Office locations

4 offices in 2 states
PA
FORT WASHINGTONHQ
PA
EXTON
NJ
CHERRY HILL
PA
YARDLEY

Advisors at this firm

4 advisors in the directory

Regulatory & compliance

CRD number
#281347
SEC Number
801-119936
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly
Asset tierAnnual rate
$0 - $1,000,0001.50%
$1,000,001 - $2,500,0001.00%
$2,500,001 - $5,000,0000.75%
$5,000,001 - $10,000,0000.50%
Over $10,000,001

Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THRIVE CAPITAL MANAGEMENT, LLC 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.

THRIVE CAPITAL MANAGEMENT, LLC in FORT WASHINGTON, PA - Financial Advisory Firm | AdvisorFinder