RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Colorado
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 3, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
STOUT, RYAN, CHARLESIMANAGING MEMBER/CCOE Control
STOUT, RYAN, CHARLESIMANAGING MEMBER/CCOE Control
STOUT, RYAN, CHARLESIMANAGING MEMBER/CCOE Control
STOUT, RYAN, CHARLESIMANAGING MEMBER/CCOE Control
STOUT, RYAN, CHARLESIMANAGING MEMBER/CCOE Control
STOUT, RYAN, CHARLESIMANAGING MEMBER/CCOE Control
STOUT, RYAN, CHARLESIMANAGING MEMBER/CCOE Control
STOUT, RYAN, CHARLESIMANAGING MEMBER/CCOE Control
STOUT, RYAN, CHARLESIMANAGING MEMBER/CCOE Control
STOUT, RYAN, CHARLESIMANAGING MEMBER/CCOE Control

Registrations

Federal

IA
Mar 3, 2025 REGISTERED

Notice Filings (2)

CO TX

Address

2580 HARMONY ROAD, SUITE 201
FORT COLLINS, CO 80528
United States
Phone: 970-305-4649