| As of Date | 03/23/2026 |
| Registration | SEC, Approved, 08/04/2005 |
| ADV Location | WHEELING, WV, United States |
| Contact Info | 304 xxxxxxx |
| Websites |
| AUM* | 2,306,284,068 2% |
| of that, discretionary | 2,240,812,189 5% |
| Number of Employees | 32 -33% |
| of those in investment advisory functions | 27 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 577,437 33% |
| % High Net Worth | 51.40% 80% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- 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
- 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 & COMPANY LLP | Filing Date10/21/2025 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date07/26/2024 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date09/27/2023 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker25434V203 | Stock NameDIMENSIONAL ETF TRUST | $ Position$150,044,313 | % Position8.00% | $ Change11.00% | # Change4.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$128,655,293 | % Position7.00% | $ Change17.00% | # Change2.00% |
| Stck Ticker316188309 | Stock NameFIDELITY MERRIMACK STR TR | $ Position$111,312,694 | % Position6.00% | $ Change8.00% | # Change8.00% |
| Stck Ticker25434V302 | Stock NameDIMENSIONAL ETF TRUST | $ Position$92,469,021 | % Position5.00% | $ Change25.00% | # Change6.00% |
| Stck Ticker464287622 | Stock NameISHARES TR | $ Position$102,142,281 | % Position5.00% | $ Change16.00% | # Change1.00% |
| Stck Ticker464287226 | Stock NameISHARES TR | $ Position$64,554,482 | % Position3.00% | $ Change10831189.00% | # Change10869850.00% |
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$34,801,712 | % Position2.00% | $ Change14.00% | # Change0.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$29,234,968 | % Position2.00% | $ Change18.00% | # Change-3.00% |
| Stck Ticker464287119 | Stock NameISHARES TR | $ Position$32,671,102 | % Position2.00% | $ Change26.00% | # Change3.00% |
| Stck Ticker46432F842 | Stock NameISHARES TR | $ Position$35,585,167 | % Position2.00% | $ Change4.00% | # Change-2.00% |