Ashdon Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$403,301,663
Clients
63
25% high-net worth
Advisors
1
of 6 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
63
TypicalAverage account size
$6,401,614
About
Ashdon Investment Management serves individuals, high‑net‑worth clients, trusts, estates, and charitable organizations by offering separate‑account portfolio management, investment consulting, and bespoke family office services. Its family office work can extend to cash‑flow planning, charitable giving, trust and estate administration, and coordination with other professional advisors.
The firm’s investment process combines fundamental analysis with asset‑allocation concepts derived from modern portfolio theory, and it conducts structured manager due diligence when recommending outside managers. Although Ashdon accepts discretionary authority on some accounts, it maintains the majority of client assets under non‑discretionary consulting arrangements where clients retain final trading authority.
Notable characteristics include a relatively small advisory team overseeing a sizable asset base across a limited client roster and a pronounced focus on institutional‑style consulting and customized family office solutions. Ashdon typically recommends a single custodian platform, receives non‑monetary services from that custodian, and discloses a formal referral arrangement with a third‑party introducer to prospective clients.
Client services
Portfolio management
Selection of other advisers
Expertise
Wealth management
Charitable giving & philanthropy
Fee options
Consulting and Family Office Services fees are negotiable and may be fixed or asset-based; specific fees described in advisory agreement
1% annual fee paid quarterly in advance based on market value of portfolio on the first day of each calendar quarter
Account minimum: $100,000
Main office location
Ashdon Investment Management, LLC
214 East Grundy Street
Tullahoma TN 37388, United States
Number of offices
2
Most active in
Ashdon Investment Management, LLC has reported serving >5 clients in these states in the last 12 months.
Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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