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ASHFORD CAPITAL MANAGEMENT INC
CRD 110696File 801-15054
APPROVED
Retail clients
Custody
Filing as of Jul 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$965.8M
Above cohort median (national)
Discretionary AUM
$965.8M
Clients
92
95 accounts
Employees
14
Top 25% of cohort in DE
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 15, 1980
- Principal office
- ONE WALKERS MILL ROAD, WILMINGTON, DE, 19807-2317
- Phone
- 302-655-1750
- Website
- HTTP://ASHFORDCAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $965.8M
- Discretionary AUM
- $965.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 95
- Non-discretionary accounts
- 0
- Total accounts
- 95
- AUM per client
- $10.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $1.2M |
| Charitable organizations | 28 | $359.1M |
| High net worth individuals | 51 | $276.2M |
| Pooled investment vehicles | 6 | $265.3M |
| Pension and profit sharing plans | Fewer than 5 | $58.6M |
| Individuals (other than high net worth individuals) | 7 | $5.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jan 1, 2026 | Employees | 15 | 14 | decreased by1 |
| Jan 1, 2026 | Clients | 95 | 92 | decreased by3 |
| Jan 1, 2026 | AUM | $894,756,552 | $965,833,061 | increased by$71,076,509 |
| Jan 1, 2026 | Accounts | 99 | 95 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 107 | 95 | decreased by12 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,228,267,533 | $894,756,552 | decreased by$333,510,981 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 109 | 99 | decreased by10 |
| Dec 1, 2021 | Employees | 13 | 15 | increased by2 |
| Dec 1, 2021 | Clients | 97 | 107 | increased by10 |
| Dec 1, 2021 | AUM | $959,356,912 | $1,228,267,533 | increased by$268,910,621 |
| Dec 1, 2021 | Accounts | 102 | 109 | increased by7 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ASHFORD CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ASHFORD CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.