Adviser Profile
| As of Date | 04/03/2026 |
| Registration | SEC, Approved, 11/13/2024 |
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| Former registrations | |
| Contact Info | 425 xxxxxxx |
| Websites |
| AUM* | 154,879,792 42% |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,985,638 37% |
| % High Net Worth | 41.03% 16% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- 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)
Reported AUM
155M
133M
111M
89M
66M
44M
22M
2024
2025
2026
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 Date10/08/2025 | Form ADV-E View Report |