RYAN INVESTMENTS

RIASEC RegisteredEst. 2003
Total AUM
$272M
Discretionary
$272M
100% of AUM
Avg account
$710K
Accounts
383
Employees
7
Advisory reps
4

Firm details

Headquarters
BASALT, Colorado
CRD number
115755
Registered since
March 14, 2003
Fee structure
Percentage of AUM
Client types
  • HNWI93.81%
  • Individuals4.44%
  • Charitable Organizations1.75%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Ryan Investments is a privately owned corporate advisory firm that has been SEC-registered since 2003. The firm bills clients on a percentage-of-AUM basis and focuses its advisory work on portfolio management for individuals and small businesses. Its client base includes high-net-worth individuals and families as well as some institutional relationships. The firm is not flagged as an active ESG investor, does not present itself as a multi-state adviser in the record provided, and is not identified as a capital allocator or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 92%, US Government Bonds 4%, Cash & Cash Equivalents 3%, State & Local Bonds 1%92%
  • 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

2 of 2
  • Nathaniel Kaup

    CCOCRD 7540830

  • William Van Domelen

    Portfolio ManagerCRD 7200109

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 20

Active vs passive

$189M in ETFs

Passive

100%

$188M

Active

<1%

$189K

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES MSCI EAFE ETF (EFA)BlackRockPassiveForeign Large Blend$36.3M373,70419.25%

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth