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- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2006
- Office Locations
- 1
Office Locations
About TED Buchan & Company
Ted Buchan & Company is a San Diego-based retail advisory firm providing financial planning and investment management, with emphasis on college planning/529 strategies and retirement planning. Portfolios are constructed primarily with ETFs and public funds, supported by asset allocation and portfolio construction guidance. The firm custodies through Pershing and often works with clients such as entrepreneurs.
Team overview
Insights
Asset Classes
Client Personas
Investment Vehicles
Services
Owner & Executives
EDWARD JOHN BUCHAN
Financial Advisor, General Partner, President
- CRD
- #2301238
- Ownership
- 75% or more
Eric Vincent Schmid
Chief Compliance Officer, PARTNER
- CRD
- #6761692
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $374,295,058 | $319,910 |
| Non-Discretionary | $38,932,234 | $598,957 |
| Total | $413,227,292 | $334,597 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | 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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