{
  "crd_number": 115755,
  "slug": "ryan-investments-basalt-co-115755",
  "primary_business_name": "RYAN INVESTMENTS",
  "legal_name": "RYAN INVESTMENT MANAGEMENT, INC.",
  "dbas": [
    "RYAN INVESTMENTS"
  ],
  "city": "Basalt",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "40090",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2003-03-14",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-07-15",
  "carried_forward": false,
  "raum_total": 272033000.0,
  "raum_discretionary": 272033000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 6,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 4771000.0,
      "count": 5
    },
    "individuals": {
      "raum": 12066000.0,
      "count": 37
    },
    "high_net_worth_individuals": {
      "raum": 255196000.0,
      "count": 101
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "TX"
  ],
  "websites": [
    "https://ryaninvest.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/115755",
  "city_as_filed": "BASALT",
  "url": "https://advisorcensus.com/firm/ryan-investments-basalt-co-115755",
  "display_name": "Ryan Investments",
  "summary": "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.",
  "citation": "AdvisorCensus. Ryan Investments (CRD 115755): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Ryan Investments compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ryan Investments reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Ryan Investments located?",
      "a": "Ryan Investments' principal office is in Basalt, CO, according to its Form ADV."
    },
    {
      "q": "Is Ryan Investments registered with the SEC or a state?",
      "a": "Ryan Investments is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 115755."
    },
    {
      "q": "How much does Ryan Investments manage?",
      "a": "Ryan Investments reports $272,033,000 in regulatory assets under management in its Form ADV filing dated July 15, 2026 (100% discretionary)."
    },
    {
      "q": "How have Ryan Investments' assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Ryan Investments serve?",
      "a": "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)."
    },
    {
      "q": "Does Ryan Investments report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Ryan Investments' recent Form ADV filings?",
      "a": "In the August 2026 filing data: Employees performing advisory functions went from 4 to 3."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 151400000.0,
      "total_employees": 4,
      "filing_date": "2021-03-25"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 158000000.0,
      "total_employees": 4,
      "filing_date": "2022-03-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 150400000.0,
      "total_employees": 4,
      "filing_date": "2023-05-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 153000000.0,
      "total_employees": 4,
      "filing_date": "2024-03-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 208000000.0,
      "total_employees": 4,
      "filing_date": "2025-07-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 272033000.0,
      "total_employees": 6,
      "filing_date": "2026-07-15"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 3."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "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)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $208,000,000 to $240,634,000 (+16%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/ryan-investments-basalt-co-115755.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 37,
      "fewer_than_5": false,
      "raum": 12066000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 101,
      "fewer_than_5": false,
      "raum": 255196000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 5,
      "fewer_than_5": false,
      "raum": 4771000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/115755",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}