Adviser Profile
| As of Date | 03/23/2026 |
| Registration | SEC, Approved, 09/29/2025 |
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| Former registrations | |
| ADV Location | GREAT FALLS, VA, United States |
| Contact Info | (70 xxxxxxx |
| Websites |
| AUM* | 133,979,243 32% |
| of that, discretionary | 133,979,243 32% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 396,388 18% |
| % High Net Worth | 56.32% -4% |
| 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
134M
115M
96M
77M
57M
38M
19M
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 | Filing Date01/03/2025 | Form ADV-E View Report |