This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-17-2019
- Office Locations
- 2
Office Locations
About Theory Financial
Theory Financial LLC (dba Theory Financial) is an SEC-registered RIA based in Fort Collins, CO serving retail clients, including business owners. The firm provides financial planning and wealth management—tax, estate and insurance planning, charitable giving, and business succession—paired with portfolio construction and asset allocation. Investment implementation uses mutual funds, ETFs, fixed income and, where appropriate, cryptocurrency. Custodies at Schwab and runs on Tamarac.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
RYAN CHARLES STOUT
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member
- CRD
- #5238710
- Ownership
- 75% or more
CHARLES LELAND NEDELE
CHIEF OPERATING OFFICER, Wealth Management Advisor
- CRD
- #5030870
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
THOMAS G BRAUN
Senior Wealth Management Advisor
- CRD
- #3262722
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $315,370,952 | $467,909 |
| Non-Discretionary | $3,869,699 | $1,934,850 |
| Total | $319,240,651 | $472,249 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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 |
Continue browsing