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- Custodian
- Charles Schwab & Company · Merrill Lynch · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-12-2002
- Office Locations
- 1
Office Locations
About Ryan Investments
Ryan Investments is a boutique, Aspen-area RIA serving high-net-worth families and nonprofits nationwide. The team (CFA/CFP) provides holistic wealth management—goal and risk planning, estate and tax considerations, and philanthropic strategy—then builds portfolios around asset allocation using its iFolios approach, select third-party managers, and alternative strategies. Known for a fiduciary, team-based process that coordinates closely with clients’ attorneys and accountants.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER SEAN RYAN
Chief Executive Officer, Chief Investment Officer, Investment Advisor
- CRD
- #1297268
- Ownership
- 75% or more
MATTHEW AUSTIN OWINGS MR.
Chief Financial Officer
- CRD
- #5632831
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $272,033,000 | $710,269 |
| Non-Discretionary | $0 | -- |
| Total | $272,033,000 | $710,269 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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