Ted Buchan & Company, LLC
● SEC registered since 2018CRD 140722SEC# 801-113273San Diego, CA
Reg. AUM
$413.2M
Employees
7
Accounts
1,235
Location
San Diego, CA
Ted Buchan & Company, LLC assets under management
Ted Buchan & Company, LLC operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2018. It reports $413.2 million in regulatory assets under management and employs 7 people.
Ted Buchan & Company, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward John Buchan Control | President | Over 75% | 2006 |
| Eric Vincent Schmid Control | Chief Compliance Officer/Partner | 10-25% | 2016 |
| Kimberley Ann Miller Control | Director Of Operations | Under 5% | 2006 |
Frequently asked questions
How much does Ted Buchan & Company, LLC manage?
Ted Buchan & Company, LLC reports $413.2 million in regulatory assets under management on its Form ADV.
How many employees does Ted Buchan & Company, LLC have?
Ted Buchan & Company, LLC reports 7 employees.
Where is Ted Buchan & Company, LLC located?
Ted Buchan & Company, LLC is based in San Diego, CA and has been SEC-registered since 2018.
Does Ted Buchan & Company, LLC disclose fund performance?
Ted Buchan & Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12396 World Trade Drive, Suite 112, San Diego, CA 92128 |
| Phone | 858-605-0686 |
| Fax | 858-762-4082 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$413.2M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$413.2Mregulatory AUM
Discretionary $374.3MNon-discretionary $38.9M