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THOMAS STORY AND SON LLC
CRD 148774 · SEC 801-69744
16773 13TH ROAD, PLYMOUTH, IN, 46563-9374, United States
Phone
630-878-0747
Fax
866-610-8379
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$328.2M
Discretionary AUM
$328.2M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $4.1M |
| High net worth individuals | 28 | $320.2M |
States served
CA, DE, IL, IN, KY, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD