| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 08/09/2000 |
| ADV Location | ATLANTA, GA, United States |
| Contact Info | 404 xxxxxxx |
| Websites |
| AUM* | 5,758,236,630 11% |
| of that, discretionary | 5,758,236,630 11% |
| Number of Employees | 13 |
| of those in investment advisory functions | 12 |
| Private Fund GAV* | 0 |
| Avg Account Size | 15,775,991 3% |
| % High Net Worth | 32.02% 4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date05/08/2025 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date08/14/2023 | Form ADV-E View Report |