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ASHFORD ADVISORS, LLC
CRD 114238File 801-60563
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$942.7M
Above cohort median (national)
Discretionary AUM
$701.8M
Non-discretionary $240.9M
Clients
79
215 accounts
Employees
8
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Sep 10, 2001
- Principal office
- 30 B GROVE STREET, PITTSFORD, NY, 14534
- Phone
- 585-697-0362
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $942.7M
- Discretionary AUM
- $701.8M
- Non-discretionary AUM
- $240.9M
- Discretionary accounts
- 185
- Non-discretionary accounts
- 30
- Total accounts
- 215
- AUM per client
- $11.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 20 | $77.7M |
| Charitable organizations | 8 | $52.8M |
| High net worth individuals | 51 | $812.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — CARRIED INTEREST
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.