Theodore Harris
Sachem Hill · Boulder, Colorado
Theodore Harris is a fee-only financial advisor at Sachem Hill in Boulder, Colorado. Sachem Hill reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Sachem Hill |
|---|---|
| Based in | Boulder, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.18B across 505 accounts |
| SEC registration | Investment adviser representative in CO, TX · CRD 4710388 |
| Exams passed | Series 65 (2004) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.sachemhill.com |
How Theodore's firm compares
- Sachem Hill's average account is about $2.3 million, from its Form ADV (assets managed divided by 505 accounts).
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Questions about Theodore
Is Theodore Harris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Theodore holds no broker registration, and Sachem Hill reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Theodore charge for financial advice?
Theodore's firm, Sachem Hill, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Theodore Harris based?
Theodore Harris is based in Boulder, Colorado.
Is Theodore Harris registered with the SEC?
Yes. Theodore Harris is registered as an investment adviser representative in CO and TX (CRD 4710388), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sachem Hill manage?
Sachem Hill reports $1.18B across 505 accounts in assets under management.
How do I contact Theodore Harris?
Through Theodore's website, www.sachemhill.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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