THOMAS STORY AND SON LLC
CRD #148774 SEC #801-69744 PLYMOUTH, IN 630-878-0747
SEC Registered
Total AUM
$309M
Discretionary
$309M
Employees
2
Clients
--
Accounts
159
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $309M | $309M | $0 | 2 | 0 |
| Mar 2024 | $283.6M | $283.6M | $0 | 2 | 0 |
| Mar 2023 | $252M | $252M | $0 | 2 | 0 |
| Mar 2022 | $316.5M | $316.5M | $0 | 2 | 0 |
| Mar 2021 | $305.8M | $305.8M | $0 | 2 | 0 |
| Jun 2020 | $263.8M | $263.8M | $0 | 2 | 0 |
| Mar 2020 | $263.8M | $263.8M | $0 | 2 | 0 |
| Jul 2019 | $210M | $210M | $0 | 2 | 0 |
| Mar 2019 | $210M | $210M | $0 | 2 | 0 |
| Mar 2018 | $224.3M | $224.3M | $0 | 2 | 0 |
| Mar 2017 | $226.6M | $226.6M | $0 | 2 | 11 |
| Feb 2016 | $207.9M | $207.9M | $0 | 2 | 11 |
| Mar 2015 | $211.4M | $211.4M | $0 | 2 | 11 |
| Mar 2014 | $226.1M | $226.1M | $0 | 2 | 11 |
| Mar 2013 | $178.5M | $178.5M | $0 | 2 | 11 |
| Mar 2012 | $143M | $143M | $0 | 1 | 11 |
| Feb 2011 | $144M | $144M | $0 | 5 | -- |
| Mar 2010 | $138M | $138M | $0 | 5 | -- |
| Apr 2009 | $99.4M | $99.4M | $0 | 5 | -- |
| Apr 2009 | $99.4M | $99.4M | $0 | 5 | -- |
DateMar 2025
Total AUM$309M
Discretionary$309M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$283.6M
Discretionary$283.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$252M
Discretionary$252M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$316.5M
Discretionary$316.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$305.8M
Discretionary$305.8M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$263.8M
Discretionary$263.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$263.8M
Discretionary$263.8M
Non-Disc.$0
Employees2
Clients0
DateJul 2019
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees2
Clients0
DateMar 2018
Total AUM$224.3M
Discretionary$224.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2017
Total AUM$226.6M
Discretionary$226.6M
Non-Disc.$0
Employees2
Clients11
DateFeb 2016
Total AUM$207.9M
Discretionary$207.9M
Non-Disc.$0
Employees2
Clients11
DateMar 2015
Total AUM$211.4M
Discretionary$211.4M
Non-Disc.$0
Employees2
Clients11
DateMar 2014
Total AUM$226.1M
Discretionary$226.1M
Non-Disc.$0
Employees2
Clients11
DateMar 2013
Total AUM$178.5M
Discretionary$178.5M
Non-Disc.$0
Employees2
Clients11
DateMar 2012
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees1
Clients11
DateFeb 2011
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$138M
Discretionary$138M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$99.4M
Discretionary$99.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$99.4M
Discretionary$99.4M
Non-Disc.$0
Employees5
Clients--