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Adviser Profile

As of Date 06/08/2026
Registration SEC, Approved, 01/04/2024
Other registrations (1)
ADV Location MIAMI, FL, United States
Contact Info 786 xxxxxxx
Websites
AUM* 911,049,981 79%
of that, discretionary 654,932,725 263%
Number of Employees 7 40%
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 13,397,794 -29%
% High Net Worth 95.59% 7%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

655M 561M 468M 374M 281M 187M 94M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP Filing Date05/28/2025 Form ADV-E View Report

Brochure Summary