Theodore A. Harris

SACHEM HILL LLC

Boulder, CO 80302

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CRD#: 4710388

Professional summary

Theodore Andrew Harris MR., 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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ted Harris | Theodore Andrew Harris Mr.

Other business activities

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 8, 2016 - Present

SACHEM HILL LLC

Office #1: 820 Pearl Street Suite F, Boulder, CO 80302

RIA

CRD#: 174210

Boulder, CO

Past

December 2, 2024 - March 19, 2025

SACHEM HILL, LLC

RIA

CRD#: 329004

DENVER, CO

Past

January 14, 2004 - May 19, 2016

BOK FINANCIAL PRIVATE WEALTH, INC.

RIA

CRD#: 106733

DENVER, CO

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".

SACHEM HILL LLC

SACHEM HILL LLC | SCHOOLCRAFT CAPITAL LLC

CRD#: 174210 / SEC#: 801-110952

RIA

Registered Investment Advisory firm - (8/1/2017 Approved)

Colorado

Registered Investment Advisory firm - (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.

Highlighted states indicate IAR registrations

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

State Security Law Exam

IAR

Series 65

Date: 1/13/2004

Uniform Investment Adviser Law Examination

Current Firm

SACHEM HILL LLC

SACHEM HILL LLC | SCHOOLCRAFT CAPITAL LLC

CRD#: 174210 / SEC#: 801-110952

RIA

Registered Investment Advisory firm - (8/1/2017 Approved)

Colorado

Registered Investment Advisory firm - (8/30/2017 Terminated)

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Contact information

Main Address

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

Mailing Address

Phone number

(303) 625-6868

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BROCHURE OF SCHOOLCRAFT CAPITAL LLC (8/20/2025)

Regulatory assets under management

Total Number of Accounts	184
AUM (Assets Under Management)	$ 1,230,249,430

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/28/2025	Cover Page	Report
11/27/2024	Cover Page	Report
01/02/2024	Cover Page	Report
11/28/2022	Cover Page	Report

Red Flags

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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Theodore A. Harris

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SACHEM HILL LLC

SACHEM HILL, LLC

BOK FINANCIAL PRIVATE WEALTH, INC.

Primary Firm SEC Registration

SACHEM HILL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/13/2004

Current Firm

SACHEM HILL LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SACHEM HILL LLC

TRUST BUT VERIFY

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