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TH

Theodore Andrew Harris

SACHEM HILL
Boulder, CO
·CRD# 4710388·22 years experience

Professional Summary

Theodore Andrew Harris, who also goes by Ted Harris, Theodore Andrew Harris Mr., is a registered financial advisor currently at SACHEM HILL LLC located in Boulder, Colorado. Theodore is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Theodore has worked at 3 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ted Harris, Theodore Andrew Harris Mr.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

22 years in the financial services industry

Current & Past Employments

SACHEM HILL LLC·CRD# 174210
RIA
820 Pearl Street Suite F, Boulder, CO 80302
June 8, 2016 - Present
SACHEM HILL, LLC·CRD# 329004
RIA
Denver, CO
December 2, 2024 - March 19, 2025
BOK FINANCIAL PRIVATE WEALTH, INC.·CRD# 106733
RIA
Denver, CO
January 14, 2004 - May 19, 2016

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Current Firm

SH
SACHEM HILL LLC

SACHEM HILL LLC | SCHOOLCRAFT CAPITAL LLC

CRD#: 174210 / SEC#: 801-110952
RIA
Registered Investment Advisory firm - SEC (8/1/2017 Approved)
Colorado
Registered Investment Advisory firm - Colorado (8/30/2017 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

250 Fillmore St., Suite 650, Denver, CO 80206

Phone Number

(303) 625-6868

# of Employees

8

SEC notice filing (7 States and Territories)

Registered to provide investment advisory services in 7 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BROCHURE OF SACHEM HILL LLC (3/24/2026)

Regulatory Assets Under Management

Total Number of Accounts

505

AUM (Assets Under Management)

$1,184,227,663

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
10/28/2025Cover PageReport
11/27/2024Cover PageReport
01/02/2024Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Schoolcraft Capital LLC; Investment-Related; Boulder, CO; Investment Adviser; Member/Manager; 5/2016; 40 hrs/mo; 30 hrs/mo during securities trading hours; Duties are involved in day to day management of the firm, I sit on our investment committee that reviews investment recommendations and I directly advise a subset of our clients on a day to day basis.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SH
SACHEM HILL LLC

SACHEM HILL LLC | SCHOOLCRAFT CAPITAL LLC

CRD#: 174210 / SEC#: 801-110952
RIA
Registered Investment Advisory firm - SEC (8/1/2017 Approved)
Colorado
Registered Investment Advisory firm - Colorado (8/30/2017 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Colorado
(6/8/2016)
IAR
Texas
(4/2/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2004About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Theodore Andrew Harris's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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