Thomas Story and Son LLC

The firm provides discretionary portfolio management to individuals, high-net-worth clients, corporations and trusts and generally serves a small client base through a two-advisor team, requiring a seven-figure account minimum. It manages several hundred million dollars in client assets and delivers regular reporting and custodial oversight on a quarterly basis.

Its investment process is a bottom-up, fundamental approach that relies on company filings, annual reports, third-party research and direct company observation, implemented primarily through long-term purchases and discretionary trading; the firm monitors accounts on an ongoing basis and maintains personal-trade pre-clearance and reporting procedures. Execution practices include aggregation of client orders and acceptance of broker-provided research as part of trade decision-making.

What is distinctive is the firm’s accounting linkage: the principal holds a CPA designation and professional accounting society memberships, and the firm is affiliated with an accounting practice, which brings accounting and tax-aware expertise into its advisory work. The combination of a very small advisory team, a modest client count, and high aggregate assets is uncommon among peers and suggests a concentrated, potentially more individualized portfolio oversight model.