Adviser Profile
| As of Date | 03/05/2026 |
| Registration | SEC, Approved, 06/26/2025 |
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| Former registrations | |
| ADV Location | ORLANDO, FL, United States |
| Contact Info | 407 xxxxxxx |
| Websites |
| AUM* | 132,112,784 20% |
| of that, discretionary | 130,252,982 19% |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 852,341 20% |
| % High Net Worth | 62.16% 10% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
130M
112M
93M
74M
56M
37M
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 & COMPANY LLP | Filing Date07/07/2025 | Form ADV-E View Report |