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Thomas Story and Son LLC
Thomas Story and Son, LLC provides customized investment management and portfolio construction for individuals and families. The firm uses a bottoms-up...
Overview
Thomas Story and Son, LLC provides customized investment management and portfolio construction for individuals and families. The firm uses a bottoms-up approach aimed at long-term benefits and maximum returns with the least amount of fundamental risk. It focuses on equity investments across market classes and industries and works with Fidelity Investments and other custodians on cashiering, record-keeping, planning, and wealth-building resources.
General information
Firm type
RIA
Year founded
2008
Principals
Thomas H. Story
principal owner
David Story
senior investment manager, head trader, and research director
Katie Fanning
Operations Manager
Frequently asked questions
Who runs investment decisions at Thomas Story and Son LLC?
No public information identifies the investment decision-makers at Thomas Story and Son LLC. The firm's principal(s) and team are not listed on any accessible primary source, and no media reports have named individuals in connection with the entity.
What investment strategy does Thomas Story and Son LLC pursue?
No strategy details are publicly available. The firm has not disclosed its asset-class focus, geographic preference, or deal structure. There are no known portfolio companies, co-investments, or fund commitments.
Does Thomas Story and Son LLC maintain a public website or social media presence?
No. As of mid-2026, the firm has no detectable website, LinkedIn page, or other public digital footprint. This absence is unusual for an active investment entity.
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