James J. Stechschulte

THOR WEALTH MANAGEMENT

Cincinnati, OH 45230

Some features on this profile are disabled

CRD#: 5952527

Professional summary

James John Stechschulte, who also goes by Jimmy Stechschulte, is a registered financial advisor currently at THOR WEALTH MANAGEMENT INC located in Cincinnati, Ohio.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. James has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jimmy Stechschulte

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James John Stechschulte's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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

Current

October 11, 2017 - Present

THOR WEALTH MANAGEMENT INC

Office #1: 7346 Beechmont Ave., Cincinnati, OH 45230

RIA

CRD#: 105902

Cincinnati, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THOR WEALTH MANAGEMENT INC

THOR INVESTMENT MANAGEMENT INC | THOR WEALTH MANAGEMENT INC

CRD#: 105902 / SEC#: 801-40745

RIA

Registered Investment Advisory firm - (2/13/1992 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(10/11/2017)

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

Current Firm

THOR WEALTH MANAGEMENT INC

THOR INVESTMENT MANAGEMENT INC | THOR WEALTH MANAGEMENT INC

CRD#: 105902 / SEC#: 801-40745

RIA

Registered Investment Advisory firm - (2/13/1992 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7346 Beechmont Ave., Cincinnati, OH 45230

Mailing Address

Phone number

(513) 271-6777

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 081325 (8/13/2025)

Regulatory assets under management

Total Number of Accounts	1,610
AUM (Assets Under Management)	$ 557,747,690

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/11/2025	Cover Page	Report
01/27/2025	Cover Page	Report
10/25/2023	Cover Page	Report
09/26/2022	Cover Page	Report

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.

Similar Advisors

Jamie Powell

CAPITAL ADVISORY SERVICES, LLC

IAR

West Chester, OH

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

James J. Stechschulte

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James John Stechschulte's CRS (Customer Relationship Summary).

Certified licenses

Experience

THOR WEALTH MANAGEMENT INC

Primary Firm SEC Registration

THOR WEALTH MANAGEMENT INC

State Registrations and Notice Filings

Exams

Current Firm

THOR WEALTH MANAGEMENT INC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

THOR WEALTH MANAGEMENT INC

TRUST BUT VERIFY

Similar Advisors