Ashdon Investment Management, LLC
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Overview
Ashdon Investment Management, LLC is an advisory firm located in Tullahoma, Tennessee. The firm administers $331.0 million in assets over 174 accounts, making it a mid-tier financial advisory firm in the nation by assets under management (AUM). Ashdon Investment Management, LLC has a small team, including 3 financial advisors. Ashdon Investment Management, LLC is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal assets like options, bonds and stocks.
Ashdon Investment Management, LLC oversees most of the company's accounts on a discretionary basis. Discretionary management signifies that an investment advisor makes buy and sell decisions without needing the client's approval. Ashdon Investment Management, LLC also oversees 35 non-discretionary accounts totaling $308.9 million in assets. The firm's average account size is $1.9 million. The typical financial advisor at Ashdon Investment Management, LLC manages around 58 client accounts, making it about average in terms of personalization.
Ashdon Investment Management, LLC's central office is at 214 E. Grundy Street, Tullahoma, Tennessee 37388. The firm is registered to serve investors across a few states, including Georgia, Tennessee and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ashdon Investment Management, LLC by the Numbers
$331.0 million
5
174
$1.9 million
Products and Services
Services offered by Ashdon Investment Management, LLC include portfolio management for individuals and small businesses and selection of other advisers. Notably, the company did not provide any of its clients with financial planning services in the prior financial year. It is not engaged in selling products or offering services aside from investment advisory services to its investment advisory clients.
Core Advisor Services
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Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees usually vary depending on the services provided. However, fees charged by Ashdon Investment Management, LLC can include some blend of the following fee structures: asset-based or fixed. The firm does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Ashdon Investment Management, LLC caters to retail investors and high net worth investors. Out of its 174 customers, Ashdon Investment Management, LLC's biggest client group by number of accounts is retail investors, but it also caters to 18 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its customers are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 33.96%
- Other Individuals - 66.04%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ashdon Investment Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Ashdon Investment Management, LLC
Tullahoma, TN
Tullahoma, TN
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