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Theodore Andrew Harris

SCHOOLCRAFT CAPITAL LLC·BOULDER, Colorado
Series 65Clean record22 years registeredSCHOOLCRAFT CAPITAL LLC
820 PEARL STREET SUITE F, BOULDER, CO 80302CRD# 4710388Firm CRD# 174210

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Theodore Andrew Harris · BOULDER, CO
Registration
CRD #4710388 · SCHOOLCRAFT CAPITAL LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

SACHEM HILL LLC
Jun 2016 – present
SACHEM HILL, LLC
Dec 2024 – Mar 2025
DENVER, CO
THE MILESTONE GROUP, INC.
Jan 2004 – May 2016
DENVER, CO
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 14, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SCHOOLCRAFT CAPITAL LLC
CRD 174210 · SEC 801-110952
AUM
$1.2B
Regulatory assets under management
Employees
12
184 client accounts
Services offered by SCHOOLCRAFT CAPITAL LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at SCHOOLCRAFT CAPITAL LLC →
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05

Frequently Asked Questions

What services does Theodore Andrew Harris offer?
Theodore Andrew Harris specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BOULDER, Colorado for a consultation.
What are Theodore Andrew Harris's credentials?
Theodore Andrew Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore Andrew Harris located?
Theodore Andrew Harris is based in BOULDER, Colorado, working with SCHOOLCRAFT CAPITAL LLC. Their office serves clients in the BOULDER metropolitan area and surrounding communities.
How does Theodore Andrew Harris charge for services?
Theodore Andrew Harris's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCHOOLCRAFT CAPITAL LLC?
SCHOOLCRAFT CAPITAL LLC has approximately 12 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SCHOOLCRAFT CAPITAL LLC

Michael John Sherman
BOULDER, CO

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