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KT

Kenneth L. Thrasher

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CRD#: 4569137
KT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Kenneth Lee Thrasher, who also goes by Kenneth L Thrasher, was a registered financial professional .

Kenneth is a previously registered financial professional and started their career in finance in 2003. Kenneth had worked at 3 firms .

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Kenneth L Thrasher

Other business activities


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.
KENNETH THRASHER, FOUNDER AND PARTNER OF BENNETT THRASHER, LLP, A PUBLIC ACCOUNTING FIRM. HE ALSO SERVES ON THE INVESTMENT COMMITTEE OF BT WEALTH MANAGEMENT, LLC, A REGISTERED INVESTMENT ADVISORY FIRM, AN AFFILIATE OF BENNETT THRASHER, LLP. MR. THRASHER SPENDS APPROXIMATELY 90 PERCENT OF HIS TIME ON THESE OTHER MATTERS. Talking Rock Creek, LLC; 3034 Bakers Meadow SE Atlanta, Georgia 30339; Ken Thrasher is the manager Talking Rock Creek, LLC, a family LLC which handles private investments, real estate, and private equity.; The relationship began in 2008.; Approximate hours per month equate to 60 hours; Approximate hours devoted during securities trading hours equate to 30 hours; Talking Rock Creek, LLC owns 3 resort properties which operate as short term rentals. In addition, Talking Rock Creek, LLC owns and conducts management and over sight for 6 passive rental assets. Lastly, Talking Rock Creek, LLC also holds two private equity investments with Fulcrum Funds.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 30, 2009 - July 28, 2022

BT WEALTH MANAGEMENT, LLC

RIA
CRD#: 147729
ATLANTA, GA
Past

January 24, 2006 - December 31, 2010

CPADVISORS, LLC

RIA
CRD#: 121569
ATLANTA, GA
Past

January 14, 2005 - December 31, 2005

CPADVISORS, LLC

RIA
CRD#: 121569
ATLANTA, GA
Past

July 23, 2003 - December 4, 2009

BTADVISORS, LLC

RIA
CRD#: 126243
ATLANTA, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Current Firm


BW
BT WEALTH MANAGEMENT, LLC
BT WEALTH MANAGEMENT, LLC

CRD#: 147729 / SEC#: 801-69372

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Contact information


Main Address
Riverwood 200 3300 Riverwood Parkway, Suite 1075, Atlanta, GA 30339
Mailing Address
Phone number
(770) 635-5000
Established
Firm type
Fiscal year end
# of Employees
16

Documents


Latest Form ADV

Part 2 Brochures

BTWM BROCHURE (3/30/2022)

Regulatory assets under management


Total Number of Accounts1,327
AUM (Assets Under Management)$ 1,050,371,918

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BT WEALTH MANAGEMENT, LLC

CRD#: 147729

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