THEORY FINANCIAL LLC
Legal name: THEORY FINANCIAL
CRD #304084 SEC #801-122366 FORT COLLINS, CO 970-305-4649
SEC Registered
Total AUM
$282.8M
Discretionary
$262.3M
Employees
3
Clients
0
Accounts
625
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $282.8M | $262.3M | $20.6M | 3 | 0 |
| Feb 2024 | $212.4M | $212.4M | $0 | 3 | 0 |
| Mar 2023 | $177.1M | $177.1M | $0 | 3 | 0 |
| Oct 2022 | $181.8M | $181.8M | $0 | 4 | 0 |
| Oct 2022 | $181.8M | $181.8M | $0 | 4 | 0 |
| Mar 2022 | $181.8M | $181.8M | $0 | 4 | 0 |
| Jan 2022 | $142.7M | $142.7M | $0 | 4 | 0 |
| Oct 2021 | $142.7M | $142.7M | $0 | 4 | 0 |
| Aug 2021 | $142.7M | $142.7M | $0 | 4 | 0 |
DateMar 2025
Total AUM$282.8M
Discretionary$262.3M
Non-Disc.$20.6M
Employees3
Clients0
DateFeb 2024
Total AUM$212.4M
Discretionary$212.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$177.1M
Discretionary$177.1M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$181.8M
Discretionary$181.8M
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees4
Clients0
DateOct 2021
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees4
Clients0
DateAug 2021
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees4
Clients0