Theory Financial

CRD 304084 · Fort Collins, CO · $319.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 304084
SEC number: 801-122366
Firm type: RIA
Assets under management: $319.2M as of Mar 4, 2026
Website: www.linkedin.com/company/theory-financial ↗
Phone: 970-305-4649
Address: 2580 Harmony Road, Suite 201, Fort Collins, CO, 80528

Advisors at this firm

3 in our index · page 1 of 1

Thomas G BraunCRD 3262722 · Lakewood, CO

IA RegisteredRegistration inactive
Charles Leland NedeleCRD 5030870 · Lakewood, CO

IA RegisteredRegistration inactive
Ryan Charles StoutCRD 5238710 · Fort Collins, CO

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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