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TED BUCHAN & COMPANY

SAN DIEGO, CA · CRD 140722 · IAPD ↗ · tedbuchan.com · 858-605-0686

$413.2MRegulatory AUM
2Advisory reps
7Employees
10Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
August 2025 — TED BUCHAN & COMPANY now reports custody of client assets ($2.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.