Single Family OfficeRIA · CRD 148774SEC-Registered

Updated:

Thomas Story and Son LLC

THOMAS STORY AND SON LLC is an SEC-registered investment adviser in Plymouth, IN, since 2008. The firm manages approximately $328 million in assets.

Thomas Story and Son LLC

THOMAS STORY AND SON LLC is an SEC-registered investment adviser in Plymouth, IN, since 2008. The firm manages approximately $328 million in assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Single Family Office

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.

How is Thomas Story and Son LLC structured?

The firm's name includes 'LLC', indicating a limited liability company structure typical of many family offices. However, no public documents confirm whether it operates as a single-family office, multi-family office, or merely a holding company.

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.

Is Thomas Story and Son LLC affiliated with a known wealthy family?

The name suggests a multigenerational family office, but no specific wealth origin or family branch has been publicly linked to the firm. The underlying principal(s) remain unidentified.

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.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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