| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 05/15/1986 |
|
|
|
| ADV Location | LEXINGTON, KY, United States |
| Contact Info | 859 xxxxxxx |
| Websites |
| AUM* | 329,735,069 33% |
| of that, discretionary | 329,735,069 33% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 858,685 374% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASHLAND PARTNERS | Filing Date10/27/2025 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date07/29/2024 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date10/23/2023 | Form ADV-E View Report |