Ted Buchan & Company is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 12, 2026, reports $413M in regulatory assets under management, 7 employees, and 1,235 accounts.
Assets Under Management
$413M
Employees
7
Offices
--
Total Clients
383
Primary office
SAN DIEGO, CA
12396 WORLD TRADE DRIVE, SUITE 112, SAN DIEGO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.1% of total clients.
Top client categories% of clientsClients
1
Individuals
72.1%
276
2
HNWI
27.9%
107
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$413Mas of March 12, 2026
Discretionary90.6%
$374M
91% of total RAUM90.6%
Non-discretionary9.4%
$39M
9% of total RAUM9.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$413M
Total Accounts1,235
10Y AUM Change+$263M (+174.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee55:1
10Y Employee Change+2 (+40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.