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Ryan Christopher Thomas

Thomas Investment Advisors LLC

Orange, CA

CRD 8042493

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Employer firm

Thomas Investment Advisors LLC CRD 334544

$12.2M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Thomas Investment Advisors Llc

1421 N. Wanda Road Suite 140, Orange, CA 92867 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-11
  • CA RA
    APPROVED
    Since 2026-08-11

Branch Locations

1421 N. Wanda Road Suite 140, Orange, CA 92867 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thomas Investment Advisors Llc Newport Beach CA 07/2025 Present
Baker Tilly Us, Llp Irvine CA 01/2021 07/2024
Bolar Hirsch & Jennings, Llp/Armanino, Llp Irvine CA 06/2018 04/2020
Chapman University Orange CA 08/2014 05/2018
Unemployed N/A CA 05/2020 12/2020
Thomas & Thomas Newport Beach CA 07/2024 Present
  • 07/2025 → Present
    Newport Beach, CA
  • 01/2021 → 07/2024
    Baker Tilly Us, Llp
    Irvine, CA
  • 06/2018 → 04/2020
    Bolar Hirsch & Jennings, Llp/Armanino, Llp
    Irvine, CA
  • 08/2014 → 05/2018
    Chapman University
    Orange, CA
  • 05/2020 → 12/2020
    Unemployed
    N/A, CA
  • 07/2024 → Present
    Thomas & Thomas
    Newport Beach, CA
Other Businesses

1) Thomas & Thomas; Not investment-related; 3991 MacArthur Boulevard, Suite 240, Newport Beach, CA 92660; Certified Public Accounting Firm; Partner; 07/01/2024; 120 hours per month; 80 during trading hours; providing tax consulting and tax preparation for business entities, trusts and individuals

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-11
  • S65 Uniform Investment Adviser Law Examination
    2026-08-11

View on SEC IAPD

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