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RYAN INVESTMENTS
Legal name: RYAN INVESTMENT MANAGEMENT, INC.
CRD 115755File 801-60589
APPROVED
Retail clients
Filing as of Jul 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$272.0M
Below cohort median (national)
Discretionary AUM
$272.0M
Clients
143
383 accounts
Employees
6
Below cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 14, 2003
- Principal office
- 22860 TWO RIVERS ROAD, SUITE 200, BASALT, CO, 81621
- Phone
- 970-429-1100
- Website
- HTTP://WWW.RYANINVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $272.0M
- Discretionary AUM
- $272.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 383
- Non-discretionary accounts
- 0
- Total accounts
- 383
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 5 | $4.8M |
| High net worth individuals | 101 | $255.2M |
| Individuals (other than high net worth individuals) | 37 | $12.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.