Overview
- Headquarters
- Basalt, CO
- Total Firm Assets
- $272 million
- Average High-Net-Worth Client Portfolio Size
- $2.5 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: RYAN INVESTMENT MANAGEMENT ADV PART 2 (2026-07-15)
· View brochure text
Latest filing: RYAN INVESTMENT MANAGEMENT ADV PART 2B (2026-07-15)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | $5,000,000 | 0.75% |
| $5,000,001 | and above | 0.60% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $42,500 | 0.85% |
| $10 million | $72,500 | 0.72% |
| $50 million | $312,500 | 0.62% |
| $100 million | $612,500 | 0.61% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 93.81%
- Number of High-Net-Worth Clients
- 101
- Total Client Accounts
- 383
- Discretionary Accounts
- 383
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 115755
- RYAN INVESTMENT MANAGEMENT ADV PART 2 (2026-07-15) (fee schedule source) · View brochure text
- RYAN INVESTMENT MANAGEMENT ADV PART 2B (2026-07-15) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗