$328.2M Total AUM
$328.2M Disc. AUM
9.5% 3Y CAGR
2 Employees
39 ADV. Clients
17 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-2008
- Office Locations
- 1
Office Locations
16773 13th Road Plymouth IN
About Thomas Story AND SON LLC
Thomas Story and Son LLC is an RIA founded in 2008 providing prudent, customized investment management and portfolio construction for entrepreneurs and other retail and institutional clients. Portfolios are implemented primarily with ETFs, with tax planning and insurance considerations as part of the advice. Custodies through Fidelity/NFS.
Team overview
-- AVG AGE
$164.1M AVG AUM / ADVISOR
$8.4M AVG AUM / CLIENT
17.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
THOMAS HERBERT STORY
Investment Advisor, Managing Member
- CRD
- #726004
- Ownership
- 75% or more
Available
Available
Available
M
MICHAEL STEVEN LOLLINO
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
D
DAVID THOMAS STORY
Principal
- CRD
- #5004314
Available
Available
Available
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $328,238,000 | $2,064,390 |
| Non-Discretionary | $0 | -- |
| Total | $328,238,000 | $2,064,390 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | 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 |
Continue browsing