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Thomas Capital Management
Thomas Zaleski founded Thomas Capital Management in 1999 after a career that began at Hughes Aircraft Company and included stints at major Wall Street...
Thomas Capital Management
Thomas Zaleski founded Thomas Capital Management in 1999 after a career that began at Hughes Aircraft Company and included stints at major Wall Street firms (per the firm website). He earned his IRS Enrolled Agent designation in 1993. The firm positions itself as independent investment advisors, explicitly distinguishing its client relationships from commissioned stockbrokers or insurance salesmen. The firm builds individual portfolios of equities and fixed income securities, focusing on retirement funding, retirement planning, and college savings. It says it handles 100% of clients' money and shifts portfolios away from high-risk tech toward diversified Modern Portfolio Theory allocations. No direct investments, fund commitments, or named portfolio companies are cited. The firm does not disclose its AUM or geographic allocation beyond a US client base. Thomas Zaleski is the sole named principal. The firm lists a contact address in Scottsdale, Arizona, and an additional location reference in Sedona where Zaleski lives. No team size is public. No adjacent vehicles, philanthropic structures, or industry group memberships are disclosed. The firm has not reported a material operational event in the past 24 months. The firm's structural differentiator lies in its independence — it claims no bias beyond client objectives and no proprietary product push. This contrasts with the commission-driven model Zaleski encountered at Wall Street firms. The firm functions as a classic independent RIA, not a family office or institutional asset manager.
General information
Firm type
RIA
Year founded
1999
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Scottsdale
Corporate office
Scottsdale, AZ, United States
Principals
Thomas Zaleski
Founder
Frequently asked questions
Who runs investment decisions at Thomas Capital Management?
Thomas Zaleski, founder and principal, runs all investment decisions. He earned an IRS Enrolled Agent designation in 1993 and previously worked at Hughes Aircraft Company and major Wall Street firms (per the firm website). No other investment professionals are listed.
Does Thomas Capital Management make direct investments or fund commitments?
No. The firm builds individual client portfolios of equities and fixed income securities. It does not operate fund structures, make direct investments, or commit to external managers beyond publicly traded securities (per the firm website).
What is the firm's relationship to a single family office?
Thomas Capital Management is not a family office. It is an independent registered investment advisor (RIA) serving multiple individuals and families for retirement and college savings planning. Its sole bias stated is client objectives (per the firm website).
Where does the underlying wealth originate for Thomas Capital Management's clients?
The firm does not disclose the source of client wealth. It markets to individuals needing retirement funding, planning, and college savings. No family or corporate wealth origin is public.
What investment approach does the firm use?
The firm uses Modern Portfolio Theory to construct customized portfolios of equities and fixed income. It explicitly avoids high-risk technology portfolios in favor of diversification (per the firm website).
Is Thomas Capital Management affiliated with any other financial entities?
No. The firm describes itself as an independent investment advisor formed in 1999. No affiliations or parent entities are disclosed.
What is the firm's geographic footprint?
The firm lists a physical address in Scottsdale, Arizona, and references Sedona, Arizona as the founder's residence. No additional offices or international reach are disclosed.
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