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ASHDON INVESTMENT MANAGEMENT, LLC
CRD 130180File 801-68173
APPROVED
Retail clients
Custody
Filing as of Mar 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$425.1M
Below cohort median (national)
Discretionary AUM
$58.1M
Non-discretionary $366.9M
Clients
63
170 accounts
Employees
6
Above cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 23, 2007
- Principal office
- 214 EAST GRUNDY STREET, TULLAHOMA, TN, 37388
- Phone
- (931) 461-5733
- Website
- HTTP://WWW.ASHDON.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $425.1M
- Discretionary AUM
- $58.1M
- Non-discretionary AUM
- $366.9M
- Discretionary accounts
- 139
- Non-discretionary accounts
- 31
- Total accounts
- 170
- AUM per client
- $6.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $21.8M |
| High net worth individuals | 16 | $386.2M |
| Individuals (other than high net worth individuals) | 47 | $17.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- 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
- 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.