# Ryan Investments

> 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.

- CRD: 115755
- Filed as: RYAN INVESTMENTS
- Legal name: Ryan Investment Management, Inc.
- Also doing business as: RYAN INVESTMENTS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Basalt, CO
- Filing period: October 2026
- Form ADV filing dated: July 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/115755
- AdvisorCensus page: https://advisorcensus.com/firm/ryan-investments-basalt-co-115755

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $272,033,000
- Discretionary: $272,033,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 37 | $12,066,000 |
| High net worth individuals | 101 | $255,196,000 |
| Charitable organizations | 5 | $4,771,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2003 (23 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ryaninvest.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $151,400,000 | 4 | March 25, 2021 |
| October 2022 | $158,000,000 | 4 | March 22, 2022 |
| October 2023 | $150,400,000 | 4 | May 22, 2023 |
| October 2024 | $153,000,000 | 4 | March 12, 2024 |
| October 2025 | $208,000,000 | 4 | July 8, 2025 |
| October 2026 | $272,033,000 | 6 | July 15, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ryan Investments (CRD 115755): Form ADV filing data as of October 2026.