# THOMAS STORY AND SON LLC

THOMAS STORY AND SON LLC of PLYMOUTH, IN is an SEC-registered investment adviser.

## Registration

- CRD: 148774
- Type: SEC-registered investment adviser
- SEC file number: 801-69744
- Location: 16773 13TH ROAD, PLYMOUTH, IN, 46563-9374
- Phone: 630-878-0747
- Latest filing: 2026-03-05
- Regulatory AUM: $328.2M
- Discretionary AUM: $328.2M
- Clients: 2
- Accounts: 159

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Michael Steven Lollino | CHIEF COMPLIANCE OFFICER | — |
| Thomas Herbert Story | MANAGING MEMBER | — |
| LOLLINO MICHAEL STEVEN | CHIEF COMPLIANCE OFFICER | — |
| STORY THOMAS HERBERT | CHIEF EXECUTIVE OFFICER; MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148774/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148774/similar
- Related entities: https://search.stillhousedata.com/firm/148774/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148774

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.