Ryan Investment Management, Inc.
- Regulatory AUM
- $272M
- Discretionary
- $272M
- Clients
- 143
- Avg AUM / client
- $1.9M
- Accounts
- 383
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 37 | $12.1M | 4.44% |
| High net worth individuals | 101 | $255M | 93.8% |
| Charitable organizations | 5 | $4.8M | 1.75% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Winthrop & Weinstine, P.A. 401 K Plan & Trust Winthrop & Weinstine, P.A. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Sean Ryan | President | CFA | Aug 2001 (25y) | 75% or more |
| Matthew Austin Owings | Registered representative | Apr 2026 (0y) | ||
| Nathaniel Lee Kaup | Registered representative | CFA | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Winthrop & Weinstine, P.A. 401 K Plan & Trust | Winthrop & Weinstine, P.A. | 306 | $149M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 902 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗