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Theory Financial LLC

● SEC registered since 2021CRD 304084SEC# 801-122366Fort Collins, CO
Export (members)
Reg. AUM
$282.8M
Employees
3
Accounts
625
Location
Fort Collins, CO

Theory Financial LLC assets under management

Theory Financial LLC is an SEC-registered investment adviser based in Fort Collins, CO. The firm has been registered since 2021. It reports $282.8 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/theory-financialView on SEC.gov ↗

Theory Financial LLC owners & executives

1 reported
NameTitleOwnershipSince
Ryan Charles Stout ControlManaging Member/CcoOver 75%2019

Frequently asked questions

How much does Theory Financial LLC manage?

Theory Financial LLC reports $282.8 million in regulatory assets under management on its Form ADV.

How many employees does Theory Financial LLC have?

Theory Financial LLC reports 3 employees.

Where is Theory Financial LLC located?

Theory Financial LLC is based in Fort Collins, CO and has been SEC-registered since 2021.

Does Theory Financial LLC disclose fund performance?

Theory Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2580 Harmony Road, Suite 201, Fort Collins, CO 80528
Phone970-305-4649
Office hours8 a.m. - 4 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$262.3M
Non-discretionary$20.6M
Total (RAUM)$282.8M