RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jul 2, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MILLER, KIMBERLEY, ANNIDIRECTOR OF OPERATIONSNA Control
MILLER, KIMBERLEY, ANNIDIRECTOR OF OPERATIONSNA Control
MILLER, KIMBERLEY, ANNIDIRECTOR OF OPERATIONSNA Control
MILLER, KIMBERLEY, ANNIDIRECTOR OF OPERATIONSNA Control
MILLER, KIMBERLEY, ANNIDIRECTOR OF OPERATIONSNA Control
MILLER, KIMBERLEY, ANNIDIRECTOR OF OPERATIONSNA Control
MILLER, KIMBERLEY, ANNIDIRECTOR OF OPERATIONSNA Control
MILLER, KIMBERLEY, ANNIDIRECTOR OF OPERATIONSNA Control
MILLER, KIMBERLEY, ANNIDIRECTOR OF OPERATIONSNA Control
MILLER, KIMBERLEY, ANNIDIRECTOR OF OPERATIONSNA Control
MILLER, KIMBERLEY, ANNIDIRECTOR OF OPERATIONSNA Control
MILLER, KIMBERLEY, ANNIDIRECTOR OF OPERATIONSNA Control
MILLER, KIMBERLEY, ANNIDIRECTOR OF OPERATIONSNA Control
BUCHAN, EDWARD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
BUCHAN, EDWARD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
BUCHAN, EDWARD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
BUCHAN, EDWARD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
BUCHAN, EDWARD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
BUCHAN, EDWARD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
BUCHAN, EDWARD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
BUCHAN, EDWARD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
BUCHAN, EDWARD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
BUCHAN, EDWARD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
BUCHAN, EDWARD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
BUCHAN, EDWARD, JOHNIPRESIDENT/CHIEF COMPLIANCE OFFICERE Control
BUCHAN, EDWARD, JOHNIPRESIDENTE Control
BUCHAN, EDWARD, JOHNIPRESIDENTE Control
BUCHAN, EDWARD, JOHNIPRESIDENTE Control
BUCHAN, EDWARD, JOHNIPRESIDENTE Control
BUCHAN, EDWARD, JOHNIPRESIDENTE Control
BUCHAN, EDWARD, JOHNIPRESIDENTE Control
BUCHAN, EDWARD, JOHNIPRESIDENTE Control
BUCHAN, EDWARD, JOHNIPRESIDENTE Control
BUCHAN, EDWARD, JOHNIPRESIDENTE Control
BUCHAN, EDWARD, JOHNIPRESIDENTE Control
BUCHAN, EDWARD, JOHNIPRESIDENTE Control
BUCHAN, EDWARD, JOHNIPRESIDENTE Control
BUCHAN, EDWARD, JOHNIPRESIDENTE Control
Schmid, Eric, VincentICHIEF COMPLIANCE OFFICERB Control
Schmid, Eric, VincentICHIEF COMPLIANCE OFFICERB Control
Schmid, Eric, VincentICHIEF COMPLIANCE OFFICERB Control
Schmid, Eric, VincentICHIEF COMPLIANCE OFFICERB Control
Schmid, Eric, VincentICHIEF COMPLIANCE OFFICERB Control
Schmid, Eric, VincentICHIEF COMPLIANCE OFFICERB Control
Schmid, Eric, VincentICHIEF COMPLIANCE OFFICERB Control
Schmid, Eric, VincentICHIEF COMPLIANCE OFFICERB Control
Schmid, Eric, VincentICHIEF COMPLIANCE OFFICERB Control
Schmid, Eric, VincentICHIEF COMPLIANCE OFFICERB Control
Schmid, Eric, VincentICHIEF COMPLIANCE OFFICERB Control
Schmid, Eric, VincentICHIEF COMPLIANCE OFFICER/PARTNERB Control
Schmid, Eric, VincentICHIEF COMPLIANCE OFFICER/PARTNERB Control

Registrations

Federal

IA
Jul 2, 2025 REGISTERED

Notice Filings (4)

CA GA KS TX

Address

12396 WORLD TRADE DRIVE
SUITE 112
SAN DIEGO, CA 92128
United States
Phone: 858-605-0686