AdvisorCensus / Financial advisors / Colorado / Ryan Investments
Ryan Investments
Filed as RYAN INVESTMENTS · Legal name Ryan Investment Management, Inc.
Ryan Investments is an SEC-registered investment advisory firm in Basalt, CO, registered since 2003, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 15, 2026.
Quick answers
From the filingHow is Ryan Investments compensated?
On its Form ADV (Item 5.E, October 2026), Ryan Investments reports these compensation arrangements: a percentage of assets under its management.
Where is Ryan Investments located?
Ryan Investments' principal office is in Basalt, CO, according to its Form ADV.
Is Ryan Investments registered with the SEC or a state?
Ryan Investments is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 115755.
How much does Ryan Investments manage?
Ryan Investments reports $272,033,000 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary).
How have Ryan Investments' assets and staff changed since 2021?
In the Form ADV data for Ryan Investments: Regulatory assets under management: $151,400,000 in the October 2021 data and $272,033,000 in the October 2026 data, up 80%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Ryan Investments serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (101); individuals (other than high net worth individuals) (37); charitable organizations (5).
Does Ryan Investments report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/115755
What changed in Ryan Investments' recent Form ADV filings?
In the August 2026 filing data: Employees performing advisory functions went from 4 to 3.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated July 15, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$272,033,000 as of October 2026, filing dated July 15, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Ryan Investment Management, Inc.
- Also doing business as
- RYAN INVESTMENTS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2003 (23 years)
- Employees
- Total: 6. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
3 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $272,033,000 | 6 | July 15, 2026 |
| October 2025 | $208,000,000 | 4 | July 8, 2025 |
| October 2024 | $153,000,000 | 4 | March 12, 2024 |
| October 2023 | $150,400,000 | 4 | May 22, 2023 |
| October 2022 | $158,000,000 | 4 | March 22, 2022 |
| October 2021 | $151,400,000 | 4 | March 25, 2021 |
Regulatory assets under management: $151,400,000 in the October 2021 data and $272,033,000 in the October 2026 data, up 80%.
Total employees: 4 in October 2021 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Employees performing advisory functions went from 4 to 3.
- May 2026
- Employees performing advisory functions went from 2 to 4.
- Regulatory assets under management went from $240,634,000 to $272,033,000 (+13%).
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Regulatory assets under management went from $208,000,000 to $240,634,000 (+16%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Ryan Investments (CRD 115755): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ryan-investments-basalt-co-115755