Craig Thompson

Assets Solutions

4400-A Ambassador Caffery Pkwy., #318

Lafayette, LA 70508


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General Information

Firm Start Year


No.of Employees




Firm CRD#


Name of Broker/Dealer

None (RIA Firm)

Name of Custodial Firm

TD Ameritrade

States Licensed in

LA, CA and TX

Years of Experience in Financial Services


Number of Years with Current Firm


Work Experience

Craig Thompson began his career in 1987 working for a large mutual fund/brokerage firm. Five years later, he began working for an insurance company that provided financial planning, insurance and investment services. He became disenchanted by the failings of the buy-and-hold advice that his firm provided and so he began his own firm in 2002 which focused on technical analysis to help his clients achieve their investment goals without the large losses that are typical of a buy-and-hold strategy.

Craig graduated from the University of Louisiana at Lafayette with a degree in Business Administration. He is a member of the National Association of Active Investment Managers, and the Chartered Market Technicians Association, and has been a frequent guest speaker on The Financial Advisors Radio Program on News Radio 600 KOGO. Ready to share his expertise, he has provided educational workshops for many large firms, including Solar Turbines, Millipore, IMED, and The San Diego Career Center.

Work with the following types of clients

Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

401K Rollovers, Investment Advice & Management, Money Management, Risk Management, Financial Planning for Individuals, Wealth Management, Financial Planning, Portfolio Management, Retirement Planning, Financial Advice & Consulting


Registered Investment Advisor


Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations


Firm Information

Firm's Number of Clients


Firm's Number of Managed Clients


Assets Managed by Firm


Advisor's Number of Clients


Advisor's Number of Managed Clients


Advisor's Number of Planning Clients


Assets Managed by Advisor


Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts


Fee % Based on Assets

1/2% - 2%

Additional Details on Charges

Advisory fee is based on account size and charged quarterly directly from client accounts.

Minimum Fee Charged for Managed Accounts



Bachelor of Science - Business Management

University of Louisiana at Lafayette
08/01/1982 - 12/15/1986



Asset Solutions is a registered investment adviser located in Youngsville, LA. Asset Solutions may only transact business in those states in which it is registered, which include CA, LA and TX, or qualifies for an exemption or exclusion from registration requirements.