Thomas David Ebner Jr
Professional Summary
Thomas David Ebner JR, who also goes by Thomas David Ebner, is a registered financial advisor currently at SOUTHLAND EQUITY PARTNERS, LLC. located in West Chester, Ohio. Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Thomas has worked at 5 firms and has passed the Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Thomas David Ebner
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
38 years in the financial services industry
Current & Past Employments
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Current Firm
BODWELL FINANCIAL | WESTERN RESERVE CAPITAL MANAGEMENT | WEALTH STRATEGIES, LLC | TCP WEALTH MANAGEMENT | SOUTHLAND EQUITY PARTNERS, LLC. | SOUTHLAND EQUITY PARTNERS | RIDLEY WEALTH STRATEGIES | PORTICO GROUP | LONG FINANCIAL SERVICES | LESHNAK WEALTH | JACKSON & ASSOCIATES WEALTH MANAGEMENT | GRP WEATH STRATEGIES GROUP | FAIRWINDS WEALTH MANAGEMENT | CTM FINANCIAL GROUP | CROSBY CAPITAL ADVISORS LLC | CORNERSTONE WEALTH MANAGEMENT | CEDAR ROW FIDUCIARY LLC | BRIDGELIGHT CAPITAL
Contact Information
Main Address
Wildwood, MOMailing Address
Po Box 7323, Charlottesville, VA 22906Phone Number
(770) 998-5879# of Employees
22SEC notice filing (13 States and Territories)
Registered to provide investment advisory services in 13 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,754AUM (Assets Under Management)
$891,474,518Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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CAPITAL ADVISORY SERVICES, LLC
Primary Firm SEC Registration
BODWELL FINANCIAL | WESTERN RESERVE CAPITAL MANAGEMENT | WEALTH STRATEGIES, LLC | TCP WEALTH MANAGEMENT | SOUTHLAND EQUITY PARTNERS, LLC. | SOUTHLAND EQUITY PARTNERS | RIDLEY WEALTH STRATEGIES | PORTICO GROUP | LONG FINANCIAL SERVICES | LESHNAK WEALTH | JACKSON & ASSOCIATES WEALTH MANAGEMENT | GRP WEATH STRATEGIES GROUP | FAIRWINDS WEALTH MANAGEMENT | CTM FINANCIAL GROUP | CROSBY CAPITAL ADVISORS LLC | CORNERSTONE WEALTH MANAGEMENT | CEDAR ROW FIDUCIARY LLC | BRIDGELIGHT CAPITAL
State Registrations and Notice Filings
(7/22/2016)
(12/10/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 1988About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Thomas David Ebner JR's CRS (Customer Relationship Summary).
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