# THEORY FINANCIAL LLC

THEORY FINANCIAL LLC of FORT COLLINS, CO is an SEC-registered investment adviser.

## Registration

- CRD: 304084
- Type: SEC-registered investment adviser
- SEC file number: 801-122366
- Location: 2580 HARMONY ROAD, SUITE 201, FORT COLLINS, CO, 80528
- Phone: 970-305-4649
- Latest filing: 2026-03-04
- Regulatory AUM: $319.2M
- Discretionary AUM: $315.4M
- Non-discretionary AUM: $3.9M
- Clients: 3
- Accounts: 676

## Business model

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

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Ryan Charles Stout | MANAGING MEMBER/CCO | Fort Collins, CO |
| Charles Leland Nedele | CHIEF OPERATING OFFICER | — |
| STOUT RYAN CHARLES | MANAGING MEMBER/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304084/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304084/similar
- Related entities: https://search.stillhousedata.com/firm/304084/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304084

---

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.