Bret Elam has been Managing Partner of Thrive Capital Management since September 2018, is a control person of the firm and directly owns under 5% of it.
Thrive Capital Management, LLC is a Fort Washington, PA firm with $657M under management, 786 clients and 13 advisers across 4 offices, as of its June 2026 filing.
- – present · 9 yearsFort Washington, PA · Adviser representative · Firm CRD 281347
Investment adviser representative registrations
Bret Elam is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from February 2017; the most recent is Texas, in December 2018.
- New JerseySince 1 March 2017
- PennsylvaniaSince 20 February 2017
- TexasResidentSince 7 December 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 February 2017 |
| Series 7 | General Securities Representative Examination | 24 May 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 July 1999 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 26 July 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Bret Thomas Elam
- CRD
- 3258973
- Firm
- Thrive Capital Management · CRD 281347
- Role
- Managing Partner
- Office
- 500 W OFFICE CENTER DRIVE, SUITE 300, Fort Washington, PA 19034
- Registration
- Investment adviser registration
- In the industry since
- February 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Bret Elam work?
Bret Elam has been Managing Partner of Thrive Capital Management, LLC since September 2018, and is a control person of the firm.
Is Bret Elam a financial advisor?
Yes. Bret Elam has a current investment-adviser registration in New Jersey, Pennsylvania and Texas, through Thrive Capital Management since February 2017.
How many years of experience does Bret Elam have?
Bret Elam has 9 years in the financial industry, since February 2017, across 1 adviser firm.
What exams has Bret Elam passed?
Bret Elam has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in July 1999.
Where is Bret Elam based?
Bret Elam’s registered office is in Fort Washington, PA.
Is Bret Elam registered with FINRA?
No. Bret Elam has no current broker registration.
How can I verify Bret Elam’s record?
Search CRD 3258973 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bret Elam’s full registration record.
- Brett PohlChief Compliance Officer
- Christopher BakDirector of Investment Operations
- David BezarManaging Director
- Karen BezarManaging Partner