Thomas Story and Son LLC
● SEC registered since 2008CRD 148774SEC# 801-69744Plymouth, IN
Reg. AUM
$328.2M
Employees
2
Accounts
159
Location
Plymouth, IN
Thomas Story and Son LLC assets under management
Thomas Story and Son LLC operates as an SEC-registered investment adviser based in Plymouth, IN. The firm has been registered since 2008. It reports $328.2 million in regulatory assets under management and employs 2 people.
Thomas Story and Son LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Steven Lollino Control | Chief Compliance Officer | Under 5% | 2008 |
| Thomas Herbert Story Control | Managing Member | Over 75% | 2008 |
Frequently asked questions
How much does Thomas Story and Son LLC manage?
Thomas Story and Son LLC reports $328.2 million in regulatory assets under management on its Form ADV.
How many employees does Thomas Story and Son LLC have?
Thomas Story and Son LLC reports 2 employees.
Where is Thomas Story and Son LLC located?
Thomas Story and Son LLC is based in Plymouth, IN and has been SEC-registered since 2008.
Does Thomas Story and Son LLC disclose fund performance?
Thomas Story and Son LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16773 13th Road, Plymouth, IN 46563-9374 |
| Phone | 630-878-0747 |
| Fax | 866-610-8379 |
| Office hours | 8:30-3:00 |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1505207 |
| Discloses disciplinary history | No |
Regulatory AUM
$328.2M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$328.2Mregulatory AUM
Discretionary $328.2M