Thomas Story And Son LLC
Thomas Story And Son LLC is an SEC-registered ria in Plymouth, IN with $328.2M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Thomas Story And Son LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148774, SEC 801-69744, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $328.2M (2026-03-05)
- Firm type
- Ria
- Location
- Plymouth, IN
- Employees
- 2
- Clients
- 39
- CRD
- 148774
- Ownership
- LOLLINO, MICHAEL, STEVEN; STORY, THOMAS, HERBERT
How much AUM does Thomas Story And Son LLC have?
Thomas Story And Son LLC reported $328.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Thomas Story And Son LLC?
Disclosed owners and executives of Thomas Story And Son LLC include LOLLINO, MICHAEL, STEVEN, STORY, THOMAS, HERBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.