David Michael Thome

Financial advisor at Fiducient Advisors LLC · Chicago, IL

Last updated 2026-10-10

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David Michael Thome is a financial advisor at Fiducient Advisors LLC in Chicago, IL, CRD 4725685. Licenses and exams on the registration: Series 66. IAPD registration began 2004-09-28.

Registration

CRD number
4725685
Registration status
Active
IAPD registration
2004-09-28
Industry Experience
22 years
Work Experience
10 years
States registered
TX, VA

Licenses and exams

  • Series 66

Designations

  • CFP®

Work history

  • 2016-01 to 2017-03 · Purshe Kaplan Sterling Investments · Albany, NY
  • 2016-01 to 2017-06 · Orion Investment Advisors · Mclean, VA
  • 2017-06 to Present · Fiducient Advisors · Chicago, IL

Current employment

SEC IAPD record for David Michael Thome

Fiducient Advisors LLC

Regulatory AUM
$97,541,531,200
Registered advisors
69
Offices
13
Clients per advisor
18.0 (Low)
Average AUM per client
$78.7M (Moderate)
High-net-worth client ratio
41.8% (Moderate)

Fiducient Advisors LLC: advisors, services and reported ETF investments

About

David Michael Thome is a CFP® financial advisor at Wealthspire Institutional, LLC, operating as Fiducient Advisors LLC in Chicago, IL. Reported securities licenses include Series 66. The latest record indicates 22 years of industry experience and 10 years of reported work history. Reported roles include Fiducient Advisors, Orion Investment Advisors, Purshe Kaplan Sterling Investments.

Fiducient Advisors LLC's firm-level Form ADV reports 69 advisors across 13 offices; approximately 18.0 clients per advisor, average assets per client of $78,726,014, and regulatory AUM of $97.5B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services.

PortfolioFuture's firm-level 13F analysis covers $544.7M across 86 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to David Michael Thome personally.

Reported ETF positions

Fiducient Advisors reports 86 ETF positions worth $544.7M on Form 13F; the largest are listed.

Largest ETF positions reported by Fiducient Advisors
FundReported value
IVV — iShares Core S&P 500 ETF$72.6M
EFA — iShares MSCI EAFE ETF$55.3M
IJR — iShares Core S&P Small-Cap ETF$41.9M
VCIT — Vanguard Intermediate-Term Corporate Bond ETF$35.2M
VOO — Vanguard S&P 500 ETF$32.2M

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 Fiducient Advisors LLC on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pooled Investment Vehicles
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Educational Seminars or Workshops
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Fixed Fees (Other Than Subscription)
  • Performance-Based Fees

Business and affiliations

  • Other Investment Adviser (Incl. Financial
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Adviser to Any Private Fund

Location

500 W Madison Street, Chicago, IL 60661-4593

58 advisors at this office.

Fiducient Advisors office in Chicago, IL

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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