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TED BUCHAN & COMPANY
Legal name: TED BUCHAN & COMPANY, LLC
CRD 140722File 801-113273
APPROVED
Retail clients
Custody
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$413.2M
Below cohort median (national)
Discretionary AUM
$374.3M
Non-discretionary $38.9M
Clients
383
1,235 accounts
Employees
7
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 21, 2018
- Principal office
- 12396 WORLD TRADE DRIVE, SUITE 112, SAN DIEGO, CA, 92128
- Phone
- 858-605-0686
- Website
- HTTP://WWW.TEDBUCHAN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $413.2M
- Discretionary AUM
- $374.3M
- Non-discretionary AUM
- $38.9M
- Discretionary accounts
- 1,170
- Non-discretionary accounts
- 65
- Total accounts
- 1,235
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 107 | $357.4M |
| Individuals (other than high net worth individuals) | 276 | $55.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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.