# Thomas Story and Son LLC

Thomas Story and Son LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** storyandson.com

## Regulatory record

- **CRD number:** 148774
- **SEC file number:** 801-69744
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148774

## About

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.

## People

- Thomas H. Story — principal owner
- David Story — senior investment manager, head trader, and research director
- Katie Fanning — Operations Manager

## 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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- [Financial Compass LLC](https://altss.com/profile/financial-compass-llc)
- [ZIA Investment Advisors](https://altss.com/profile/zia-investment-advisors)

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Last updated: 2026-08-11T15:08:18.003Z

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