| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 07/01/1998 |
| ADV Location | AURORA, OR, United States |
| Contact Info | 503 xxxxxxx |
| Websites |
| AUM* | 946,070,277 14% |
| of that, discretionary | 933,612,696 14% |
| Number of Employees | 11 -8% |
| of those in investment advisory functions | 6 -40% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,869,704 13% |
| % High Net Worth | 23.52% 14% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date07/30/2025 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date04/20/2023 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker718172109 | Stock NamePhilip Morris International | $ Position$36,860,413 | % Position5.00% | $ Change8.00% | # Change-1.00% |
| Stck Ticker594918104 | Stock NameMicrosoft Corp. | $ Position$31,306,859 | % Position4.00% | $ Change0.00% | # Change-1.00% |
| Stck Ticker91324p102 | Stock NameUnitedHealth Group Inc. | $ Position$26,234,231 | % Position4.00% | $ Change52.00% | # Change-1.00% |
| Stck Ticker02079k305 | Stock NameAlphabet, Inc Voting Class | $ Position$31,628,674 | % Position4.00% | $ Change23.00% | # Change-1.00% |
| Stck Ticker219350105 | Stock NameCorning Inc | $ Position$28,163,967 | % Position4.00% | $ Change64.00% | # Change-13.00% |
| Stck Ticker064058100 | Stock NameBank of New York Mellon Corp | $ Position$21,257,959 | % Position3.00% | $ Change10.00% | # Change-10.00% |
| Stck Ticker501044101 | Stock NameKroger Co. | $ Position$18,934,175 | % Position3.00% | $ Change-23.00% | # Change0.00% |
| Stck Ticker478160104 | Stock NameJohnson & Johnson | $ Position$17,736,503 | % Position2.00% | $ Change3.00% | # Change-1.00% |
| Stck Ticker58933y105 | Stock NameMerck & Co.Inc. New | $ Position$14,877,216 | % Position2.00% | $ Change5.00% | # Change-1.00% |
| Stck Ticker57636q104 | Stock NameMastercard Inc. | $ Position$15,031,018 | % Position2.00% | $ Change5.00% | # Change3.00% |