TED Buchan & Company

RIASEC RegisteredEst. 2018
Total AUM
$413M
Discretionary
$374M
91% of AUM
Avg account
$335K
Accounts
1,235
Employees
7
Advisory reps
3

Firm details

Headquarters
San Diego, California
CRD number
140722
Registered since
May 21, 2018
Website
www.tedbuchan.com
Custodians
PERSHING LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI86.48%
  • Individuals13.52%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

TED Buchan & Company is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm is individually owned and focuses on serving individuals and families through financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements combine AUM-based percentage fees and fixed-fee engagements. The firm does not position itself as a capital allocator, ESG specialist, multi-state adviser, or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Public Funds/Mutual Funds 21%, State & Local Bonds 2%, Cash & Cash Equivalents 2%75%
  • Exchange Traded Equities75%
  • Public Funds/Mutual Funds21%
  • State & Local Bonds2%
  • Cash & Cash Equivalents2%

Contacts

3 of 3
  • Kimberley Miller

    Kimberley Miller

    Director of OperationsCRD 6169049

  • Edward Buchan

    Edward Buchan

    PresidentCRD 2301238

  • Eric Schmid

    Eric Schmid

    PartnerCRD 6761692

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 45

Active vs passive

$232M in ETFs

Passive

93%

$215M

Active

8%

$17.4M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE US AGGREGATE BOND ETF (AGG)BlackRockPassiveIntermediate Core Bond$27.5M277,97711.84%
Unlock additional holdings →

Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, in the West of the United States.

Region
West
County
San Diego
Address
12396 World Trade Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth