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ASHWOOD ADVISORS
Legal name: ASHWOOD ADVISORS, LLC
CRD 128811File 801-136062
APPROVED
Retail clients
Filing as of Jun 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$126.9M
Bottom 25% of cohort (national)
Discretionary AUM
$71.7M
Non-discretionary $55.2M
Clients
110
195 accounts
Employees
3
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Apr 29, 2026
- Principal office
- 5 NORTH MEADOWS ROAD, MEDFIELD, MA, 02052
- Phone
- (508) 359-9442
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $126.9M
- Discretionary AUM
- $71.7M
- Non-discretionary AUM
- $55.2M
- Discretionary accounts
- 180
- Non-discretionary accounts
- 15
- Total accounts
- 195
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 20 | $95.3M |
| Individuals (other than high net worth individuals) | 90 | $31.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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.