THOMAS STORY AND SON LLC

Overview

Thomas Story And Son LLC is a small, SEC-registered wealth advisory firm organized as a limited liability company that focuses on discretionary portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and serves a concentrated client base made up primarily of individual and family relationships. Investment activity is skewed toward publicly traded equities: the firm favors exchange-traded instruments as the primary building blocks of client portfolios and implements strategies through separate managed accounts under discretionary authority. Thomas Story And Son LLC is not an active ESG investor and does not present itself as a multi-state adviser. The firm lists an accountant among its industry affiliations, indicating a working relationship that can support tax and reporting needs for private clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices