TED BUCHAN & COMPANY, LLC
Legal name: TED BUCHAN & COMPANY
CRD #140722 SEC #801-113273 SAN DIEGO, CA 858-605-0686
SEC Registered
Total AUM
$347.3M
Discretionary
$309.8M
Employees
5
Clients
101
Accounts
1,155
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $347.3M | $309.8M | $37.4M | 5 | 10 |
| Mar 2025 | $347.3M | $309.8M | $37.4M | 5 | 10 |
| May 2024 | $285.5M | $252.6M | $32.9M | 5 | 5 |
| Mar 2024 | $285.5M | $252.6M | $32.9M | 5 | 5 |
| Mar 2023 | $251M | $223M | $28M | 5 | 4 |
| Feb 2023 | $272.2M | $241.5M | $30.7M | 5 | 3 |
| Mar 2022 | $272.2M | $241.5M | $30.7M | 5 | 3 |
| Mar 2021 | $227.6M | $198.2M | $29.4M | 5 | 4 |
| Jun 2020 | $178.9M | $152.2M | $26.8M | 5 | 11 |
| May 2020 | $178.9M | $152.2M | $26.8M | 5 | 11 |
| Mar 2020 | $178.9M | $152.2M | $26.8M | 5 | 11 |
| Mar 2019 | $150.6M | $119.5M | $31.1M | 5 | 3 |
| Apr 2018 | $150.7M | $115.2M | $35.5M | 5 | 3 |
| Jun 2012 | $50.4M | $36.5M | $13.9M | 1 | 156 |
| Apr 2012 | $50.4M | $36.5M | $13.9M | 1 | 156 |
| Feb 2012 | $50.4M | $36.5M | $13.9M | 1 | 156 |
| Mar 2011 | $46.8M | $33.5M | $13.4M | 5 | -- |
| Feb 2011 | $46.8M | $33.5M | $13.4M | 5 | -- |
| Jan 2010 | $35.6M | $22.2M | $13.4M | 10 | -- |
| Feb 2009 | $26M | $11M | $15.1M | 5 | -- |
| Mar 2007 | $25.7M | $13M | $12.8M | 5 | -- |
| Mar 2007 | $25.7M | $13M | $12.8M | 5 | -- |
| Feb 2007 | $25.7M | $13M | $12.8M | 5 | -- |
| Dec 2006 | $25.8M | $10.7M | $15.1M | 5 | -- |
DateJul 2025
Total AUM$347.3M
Discretionary$309.8M
Non-Disc.$37.4M
Employees5
Clients10
DateMar 2025
Total AUM$347.3M
Discretionary$309.8M
Non-Disc.$37.4M
Employees5
Clients10
DateMay 2024
Total AUM$285.5M
Discretionary$252.6M
Non-Disc.$32.9M
Employees5
Clients5
DateMar 2024
Total AUM$285.5M
Discretionary$252.6M
Non-Disc.$32.9M
Employees5
Clients5
DateMar 2023
Total AUM$251M
Discretionary$223M
Non-Disc.$28M
Employees5
Clients4
DateFeb 2023
Total AUM$272.2M
Discretionary$241.5M
Non-Disc.$30.7M
Employees5
Clients3
DateMar 2022
Total AUM$272.2M
Discretionary$241.5M
Non-Disc.$30.7M
Employees5
Clients3
DateMar 2021
Total AUM$227.6M
Discretionary$198.2M
Non-Disc.$29.4M
Employees5
Clients4
DateJun 2020
Total AUM$178.9M
Discretionary$152.2M
Non-Disc.$26.8M
Employees5
Clients11
DateMay 2020
Total AUM$178.9M
Discretionary$152.2M
Non-Disc.$26.8M
Employees5
Clients11
DateMar 2020
Total AUM$178.9M
Discretionary$152.2M
Non-Disc.$26.8M
Employees5
Clients11
DateMar 2019
Total AUM$150.6M
Discretionary$119.5M
Non-Disc.$31.1M
Employees5
Clients3
DateApr 2018
Total AUM$150.7M
Discretionary$115.2M
Non-Disc.$35.5M
Employees5
Clients3
DateJun 2012
Total AUM$50.4M
Discretionary$36.5M
Non-Disc.$13.9M
Employees1
Clients156
DateApr 2012
Total AUM$50.4M
Discretionary$36.5M
Non-Disc.$13.9M
Employees1
Clients156
DateFeb 2012
Total AUM$50.4M
Discretionary$36.5M
Non-Disc.$13.9M
Employees1
Clients156
DateMar 2011
Total AUM$46.8M
Discretionary$33.5M
Non-Disc.$13.4M
Employees5
Clients--
DateFeb 2011
Total AUM$46.8M
Discretionary$33.5M
Non-Disc.$13.4M
Employees5
Clients--
DateJan 2010
Total AUM$35.6M
Discretionary$22.2M
Non-Disc.$13.4M
Employees10
Clients--
DateFeb 2009
Total AUM$26M
Discretionary$11M
Non-Disc.$15.1M
Employees5
Clients--
DateMar 2007
Total AUM$25.7M
Discretionary$13M
Non-Disc.$12.8M
Employees5
Clients--
DateMar 2007
Total AUM$25.7M
Discretionary$13M
Non-Disc.$12.8M
Employees5
Clients--
DateFeb 2007
Total AUM$25.7M
Discretionary$13M
Non-Disc.$12.8M
Employees5
Clients--
DateDec 2006
Total AUM$25.8M
Discretionary$10.7M
Non-Disc.$15.1M
Employees5
Clients--