Overview
Assets Under Management: $403 million
Headquarters: TULLAHOMA, TN
High-Net-Worth Clients: 18
Average Client Assets: $20 million
Frequently Asked Questions
ASHDON INVESTMENT MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130180), ASHDON INVESTMENT MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ASHDON INVESTMENT MANAGEMENT, LLC is headquartered in TULLAHOMA, TN.
ASHDON INVESTMENT MANAGEMENT, LLC serves 18 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, ASHDON INVESTMENT MANAGEMENT, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
ASHDON INVESTMENT MANAGEMENT, LLC manages $403 million in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, ASHDON INVESTMENT MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 18
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.80
Average High-Net-Worth Client Assets: $20 million
Total Client Accounts: 187
Discretionary Accounts: 47
Non-Discretionary Accounts: 140
Regulatory Filings
CRD Number: 130180
Last Filing Date: 2025-02-27 00:00:00
Website: https://ashdon.com