Ashford Advisors, LLC

Ashford Advisors provides investment advisory services primarily to high‑net‑worth individuals (including related trusts and retirement accounts), charitable organizations, and closely held entities through its Ashford Advisory Program (AAP). The firm’s services, as described in the brochure, include comprehensive financial planning, discretionary and non‑discretionary portfolio management, third‑party manager search and monitoring, and consulting on hedge fund, venture capital and private equity investments.

The firm describes AAP as a bundled, independent approach that emphasizes asset allocation, manager selection, and ongoing portfolio review across mutual funds, ETFs, exchange‑listed securities and separately managed accounts. The brochure discloses that Ashford may employ derivatives and leverage as part of certain strategies but notes it was not managing derivative positions on a discretionary basis at year‑end 2025; it also relies on third‑party managers for implementation while conducting monitoring rather than full operational due diligence.

Distinctive features relative to many peers include the firm’s acceptance of performance‑based compensation and carried‑interest arrangements for selected hard‑to‑value or private investments, offered only to qualified clients and subject to written authorization and firm policies. The brochure also shows an unusually large asset base (about $943 million) combined with a high minimum family relationship requirement and extensive standing transfer authorizations and deemed custody arrangements, producing relatively high assets per client relationship compared with typical team‑category firms.