Bernard Michael Kroll
Financial advisor at Thompson Siegel & Walmsley LLC · Richmond, VA
Last updated 2026-10-10
Claim your profileBernard Michael Kroll is a financial advisor at Thompson Siegel & Walmsley LLC in Richmond, VA, CRD 6743229. Licenses and exams on the registration: Series 66. IAPD registration began 2017-12-12.
Registration
- CRD number
- 6743229
- Registration status
- Active
- IAPD registration
- 2017-12-12
- Industry Experience
- 8 years
- Work Experience
- 10 years
- States registered
- VA
Licenses and exams
- Series 66
Work history
- 2016-06 to 2017-05 · Mass Mutual Life Insurance Company · Glen Allen, VA
- 2017-02 to 2017-05 · MML Investors Services · Glen Allen, VA
- 2017-05 to 2022-10 · Wells Fargo Advisors · Richmond, VA
- 2022-10 to 2024-07 · Spire Investment Partners/west End Wealth Management · Richmond, VA
- 2024-07 to Present · Thompson, Siegel & Walmsley LLC · Richmond, VA
Current employment
- Thompson Siegel & Walmsley LLC · Richmond, VA
Thompson Siegel & Walmsley LLC
- Regulatory AUM
- $21,146,500,000
- Registered advisors
- 19
- Offices
- 4
- Clients per advisor
- 15.9 (Low)
- Average AUM per client
- $70M (Moderate)
- High-net-worth client ratio
- 19.9% (Moderate)
Thompson Siegel & Walmsley LLC: advisors, services and reported ETF investments
About
Bernard Michael Kroll is a financial advisor at Thompson Siegel & Walmsley LLC in Richmond, VA. Reported securities licenses include Series 66. The latest record indicates 8 years of industry experience and 10 years of reported work history. Reported roles include Spire Investment Partners/west End Wealth Management, Wells Fargo Advisors, MML Investors Services, Mass Mutual Life Insurance Company.
Thompson Siegel & Walmsley LLC's firm-level Form ADV reports 19 advisors across 4 offices; approximately 15.9 clients per advisor, average assets per client of $70,021,523, and regulatory AUM of $21.1B; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $424.6K across 54 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Bernard Michael Kroll personally.
Reported ETF positions
Thompson Siegel & Walmsley reports 54 ETF positions worth $424.6K on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IWM — iShares Russell 2000 Index Fund | $83K |
| VBR — Vanguard Morningstar Small-Cap Value ETF | $57.3K |
| VTEB — Vanguard Tax-Exempt Bond ETF | $48.7K |
| VTIP — Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $37.7K |
| IWS — iShares Russell Mid-Cap Value ETF | $32K |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Thompson Siegel & Walmsley's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $1K | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | VOO — Vanguard S&P 500 ETF | $26.6K | Top 99.6% | Addressable AUM $9.8T · Peer conviction 69.7% |
| Residual Alpha | VEU — Vanguard FTSE All World Ex US ETF | $3.4K | Top 97.5% | Residual alpha +0.61% · Residual Sharpe 0.03 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $22.5K | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Thompson Siegel & Walmsley LLC on Form ADV.
Client services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Performance-Based Fees
Business and affiliations
- Other Investment Adviser (Incl. Financial
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Location
6641 West Broad Street, Richmond, VA 23230
19 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 804-353-4500
- Website: tswinvest.com (primary firm website)
Official record
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