SourcingSourcing

TED BUCHAN & COMPANY, LLC

C50
CRD 140722·SEC 801-113273·SAN DIEGO, CA
AUM
$413.2M
$100M-$500M
Est. Revenue
$4.1M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TED BUCHAN & COMPANY, LLC
CRD
140722
SEC file #
801-113273
EIN
—
DBA names
Ted Buchan & Company

Economics

AUM
$413.2M
AUM band
$100M-$500M
AUM trajectory
'20'26
$150.6M → $413.2M▲ +174%
Client mix
Individuals Other276
Individuals High Net Worth107

Operations

Employees (total)
7
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
SAN DIEGO CA
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
tedbuchan.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BUCHAN, EDWARD, JOHN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
BUCHAN, EDWARD, JOHN
Schmid, Eric, Vincent
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TEDBUCHAN.COM
Rdap Domain Creation Date
2005-08-17T18:38:53Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
Advanced Internet Technologies, Inc. (AIT)

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Pershing4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2032-08-17T18:38:53Z
Rdap Domain Last Changed
2024-07-02T21:02:56Z
Rdap Nameservers
Ns0.nameservices.netNs1.nameservices.net
Rdap Secure Dns Enabled
No
Rdap Status
Active
Top Owner CRD
2301238
Trust Company Affiliate
No

People (3)

3
BUCHAN, EDWARD, JOHN
IAR · Direct Owner · 87.5%
2301238
Schmid, Eric, Vincent
IAR · Direct Owner · 17.5%
6761692
MILLER, KIMBERLEY, ANN
Executive Officer · 2.5%
6169049