Ryan Investments
Firm details
- Headquarters
- Basalt, Colorado
- CRD number
- 115755
- Registered since
- March 14, 2003
- Website
- ryaninvest.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.81%
- Individuals4.44%
- Charitable Organizations1.75%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Ryan Investments is an independent registered investment adviser organized as a corporation and SEC-registered in 2003. The firm is owner-operated and charges clients a percentage-of-assets fee. Its client mix includes individuals and families as well as institutional relationships. Principal advisory work centers on portfolio management for individuals and small businesses. The firm reports no formal ESG investing program, does not identify as a multi-state adviser or pension consultant, and is not listed as a related adviser or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- US Government Bonds4%
- Cash & Cash Equivalents3%
- State & Local Bonds1%
Owners & executives
2 of 2
Matthew Owings
Chief Financial OfficerCRD 5632831
Christopher Ryan
CEO, Investment AdvisorCRD 1297268
Contacts
1 of 1
Nathaniel Kaup
CCOCRD 7540830
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$252M in ETFs
100%
$251M
1%
$1.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES MSCI EAFE ETF (EFA) | BlackRock | Passive | Foreign Large Blend | $57.3M | 551,832 | 22.74% |
Location
Basalt, CO
Eagle
Location
Basalt, CO
Headquartered in Basalt, CO, anchoring the Edwards-Glenwood Springs, CO metro in the West.
- Metro area
- Edwards-Glenwood Springs, CO
- Region
- West
- County
- Eagle
- Address
- 22860 Two Rivers Rd
- Time zone
- MT (UTC-7)
- Office locations
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