Asbury Research LLC

Asbury Research LLC provides subscription-based investment research and model portfolios to individual investors and to money managers, and it also acts as a sub‑adviser and model provider to third‑party investment advisers and broker‑dealers. The firm operates as a small, research‑focused advisory business — about two advisors, roughly $38.2 million in reported AUM, and a modest client roster — and distributes reports, alerts, and models to paying subscribers.

Its research emphasizes growth equities, income securities, and high‑yield bonds, using a mix of fundamental, quantitative, and technical analysis to produce weekly and monthly reports, presentation‑quality forecasts, and actionable “Asbury Alerts.” The firm publishes several proprietary tools and model portfolios (including SEAF, the Correction Protection Model, Asbury 6, CARP, and US vs The World) that specify entry levels, price targets, and risk parameters, reflecting a tactical, data‑driven approach with explicit risk‑management features.

Noteworthy features relative to peers include the firm’s subscription‑first delivery model for retail and money‑manager customers and its practice of making model portfolios and updates available under sub‑adviser or model‑provider agreements with other advisers. Its published, model‑based strategies and trade alerts, together with a small subscriber base that does not heavily include high‑net‑worth individuals, distinguish Asbury Research from many supported firms.