Thrive Capital Management, LLC

Overview

Thrive Capital Management, LLC is an SEC registered investment adviser based in Fort Washington, PA, registered since 2015. It reports $657M in assets under management across 2,240 accounts, with 26 employees. It has 16 investment adviser representatives.

Reported AUM

$657M

Discretionary

100%

Accounts

2,240

Average account

$293K

Employees

26

Advisory reps

16

Registered since

2015

Jurisdictions

13

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 3 of 5

• Bret Thomas Elam Managing Partner CRD 3258973
• David Bezar Managing Director CRD 2153836
• Karen Lee Bezar Managing Partner CRD 5118424

2 more executive officers, with direct contact details

Advisory reps 3 of 16

• Michael Lewis Abbott Insurance Agent · Investment Adviser Rep CRD 6575921
• Christian Joseph Abraham Insurance Agent · Investment Adviser Rep CRD 5927990
• Christopher Joseph Bak Insurance Agent · Investment Adviser Rep CRD 6278208

13 more advisory reps, with emails, phones and branch locations

Location

Headquarters

500 Office Center Dr Ste 300
Fort Washington, PA 19034

County

Montgomery

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 13 jurisdictions
• Website: thrivefinancialservices.com

Every state, with registration dates

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