SEC Form ADV

THEORY FINANCIAL

Registered Investment AdviserCO
$319.2M
Assets Under Management
676
Total Clients
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Registration Details

Accession
CRD-304084
Location
FORT COLLINS, CO
Filing Date
March 4, 2026
AUM
$319.2M
Total Clients
676
Amendment
No

About this Adviser

THEORY FINANCIAL is a registered investment adviser headquartered in FORT COLLINS, CO, managing approximately $319.2M in assets across 676 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.