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Ted Buchan & Company
Ted Buchan & Company was founded by Ted Buchan in 2006 as an independent registered investment advisor in San Diego, California. The firm emerged during a wave...
Ted Buchan & Company
Ted Buchan & Company was founded by Ted Buchan in 2006 as an independent registered investment advisor in San Diego, California. The firm emerged during a wave of breakaway advisors leaving large brokerage firms to establish fiduciary-focused practices, positioning itself to serve individuals and high-net-worth clients through personalized portfolio management and comprehensive financial planning. The firm's strategy centers on constructing customized portfolios using equities, fixed income, and mutual funds, tailored to each client's financial goals rather than employing model-based allocation. Its advisory services appear to span wealth accumulation, retirement planning, and risk management, with a likely emphasis on long-term capital appreciation and income generation for San Diego-based professionals and retirees. Unlike multi-family offices or institutional allocators, Ted Buchan & Company operates as a traditional wealth management practice without disclosed direct private investments, venture commitments, or alternative asset exposure. The firm maintains a single-office footprint in San Diego with no publicly disclosed satellite locations or expansion since its 2006 founding. The principal, Ted Buchan, serves as the key investment decision-maker, reflecting the classic owner-operator structure common among independent RIAs of this scale. The firm has not publicly disclosed assets under management, team size, participation in industry groups like the Financial Planning Association, or adjacent vehicles such as a family foundation or donor-advised fund platform. As a solo-practitioner advisory, the firm's structural posture is defined by its independence from large broker-dealers and a client base likely built through decades of local San Diego relationships. This model offers clients a direct line to the named principal for investment decisions—a governance distinction from committee-driven wealth management at larger institutions. Succession planning, a critical consideration for owner-operated RIAs, remains an unaddressed public question for the firm's long-term continuity.
General information
Firm type
Bank / Wealth / Trust
Year founded
2006
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Diego
Corporate office
San Diego, CA, United States
Principals
Ted Buchan
Founder
Sector focus
Frequently asked questions
Who makes investment decisions at Ted Buchan & Company?
Ted Buchan, the firm's founder and namesake, serves as the principal responsible for investment decisions. The firm operates as an independent registered investment advisor with an owner-operator structure, meaning clients receive direct guidance from its lead advisor rather than a centralized investment committee. Specific portfolio management responsibilities have not been publicly detailed beyond Mr. Buchan's leadership role.
What services does Ted Buchan & Company provide?
The firm offers investment advisory services including portfolio management and financial planning, primarily for individuals and high-net-worth clients. Its approach focuses on customized portfolio construction rather than prepackaged model portfolios. Services likely encompass retirement planning, risk assessment, and long-term wealth accumulation strategies, though the firm has not publicly enumerated a detailed service catalog.
How does the firm source clients?
Given its local San Diego footprint and 2006 founding, Ted Buchan & Company likely relies on referrals and decades of community relationships for client acquisition. The firm does not appear to maintain institutional marketing channels, a LinkedIn presence, or professional association memberships that would indicate a wider prospecting strategy beyond its existing network.
Does Ted Buchan & Company invest in private markets or alternatives?
Based on available public information, the firm does not have a disclosed allocation to private equity, venture capital, hedge funds, or direct real estate. Its investment strategy appears concentrated on publicly traded securities—equities, fixed income, and mutual funds—consistent with traditional wealth management practices for individual and high-net-worth clients.
What is the firm's succession plan?
Ted Buchan & Company has not publicly addressed succession planning. As a single-principal RIA founded in 2006, continuity beyond its founder is a material governance question. Many independent advisors of similar structure eventually sell to or merge with larger RIA aggregators, but no such transaction or internal succession announcement has been made regarding this firm.
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