Ted Buchan & Company
Ted Buchan & Company is an SEC-registered wealth manager in San Diego, CA with $413.2M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Ted Buchan & Company: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 140722, SEC 801-113273, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $413.2M (2026-03-12)
- Firm type
- Wealth Manager
- Location
- San Diego, CA
- Employees
- 7
- Clients
- 383
- CRD
- 140722
- Ownership
- BUCHAN, EDWARD, JOHN; MILLER, KIMBERLEY, ANN; Schmid, Eric, Vincent
How much AUM does Ted Buchan & Company have?
Ted Buchan & Company reported $413.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Ted Buchan & Company?
Disclosed owners and executives of Ted Buchan & Company include BUCHAN, EDWARD, JOHN, MILLER, KIMBERLEY, ANN, Schmid, Eric, Vincent. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.