Theory Financial
Theory Financial is an SEC-registered wealth manager in Fort Collins, CO with $319.2M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Theory Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304084, SEC 801-122366, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $319.2M (2026-03-04)
- Firm type
- Wealth Manager
- Location
- Fort Collins, CO
- Employees
- 3
- Clients
- 252
- CRD
- 304084
- Ownership
- STOUT, RYAN, CHARLES; NEDELE, CHARLES, LELAND
How much AUM does Theory Financial have?
Theory Financial reported $319.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Theory Financial?
Disclosed owners and executives of Theory Financial include STOUT, RYAN, CHARLES, NEDELE, CHARLES, LELAND. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.