Investment adviser · CRD 140722
TED BUCHAN & COMPANY
Investment adviser filing (IA)
TED BUCHAN & COMPANY, LLC
SAN DIEGO, CA, United States · Form ADV filed Mar 12, 2026
- Regulatory AUM
- $413M Form ADV · Item 5.F
- Client accounts
- 1,235 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 107 | $357,367,700 | 86.5% |
| Individuals | 276 | $55,859,592 | 13.5% |
Filing source
Form ADV 2053491 · Mar 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 12, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
12396 WORLD TRADE DRIVE, SUITE 112SAN DIEGO, CA, 92128, United States
CRD 140722
Filing source
Form ADV 2053491 · Mar 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.