# TED Buchan & Company

> TED Buchan & Company is an SEC-registered investment advisory firm in San Diego, CA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 140722
- Filed as: TED BUCHAN & COMPANY
- Legal name: TED Buchan & Company, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/140722
- AdvisorCensus page: https://advisorcensus.com/firm/ted-buchan-and-company-san-diego-ca-140722

## Quick answers

**How is TED Buchan & Company compensated?**
On its Form ADV (Item 5.E, October 2026), TED Buchan & Company reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is TED Buchan & Company located?**
TED Buchan & Company's principal office is in San Diego, CA, according to its Form ADV.

**Is TED Buchan & Company registered with the SEC or a state?**
TED Buchan & Company is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 140722.

**How much does TED Buchan & Company manage?**
TED Buchan & Company reports $413,227,292 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (91% discretionary).

**How have TED Buchan & Company's assets and staff changed since 2021?**
In the Form ADV data for TED Buchan & Company: Regulatory assets under management: $227,611,190 in the October 2021 data and $413,227,292 in the October 2026 data, up 82%. Total employees: 5 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does TED Buchan & Company serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (276); high net worth individuals (107).

**Which custodians does TED Buchan & Company use?**
TED Buchan & Company's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing Advisor Solutions LLC as a custodian holding 10% or more of its separately managed account assets.

**Does TED Buchan & Company 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/140722

**What changed in TED Buchan & Company's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $347,256,135 to $413,227,292 (+19%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Minimum annual fee: $1,500

> We charge a minimum fee in the amount of $1,500 to open and maintain an advisory account. At our discretion we may waive the minimum fee.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing Advisor Solutions LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $413,227,292
- Discretionary: $374,295,058
- Non-discretionary: $38,932,234

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 276 | $55,859,592 |
| High net worth individuals | 107 | $357,367,700 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 7 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, GA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $227,611,190 | 5 | March 18, 2021 |
| October 2022 | $272,202,033 | 5 | March 15, 2022 |
| October 2023 | $250,999,994 | 5 | March 29, 2023 |
| October 2024 | $285,470,698 | 5 | May 3, 2024 |
| October 2025 | $347,256,135 | 5 | July 2, 2025 |
| October 2026 | $413,227,292 | 7 | March 12, 2026 |

Regulatory assets under management: $227,611,190 in the October 2021 data and $413,227,292 in the October 2026 data, up 82%.
Total employees: 5 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $347,256,135 to $413,227,292 (+19%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TED Buchan & Company (CRD 140722): Form ADV filing data as of October 2026.