Ashford Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$82,830,742
Total clients
76
32% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
25
Average account size
$1,089,878
About
Ashford Investment Advisors provides discretionary portfolio management and pension consulting to individuals, retirement and profit‑sharing plans, trusts, estates, and other organizations. Services include tailored asset‑allocation and written investment policy statements, plus participant education and workshops for plan participants under ERISA guidelines.
The firm uses both fundamental and technical analysis to construct portfolios that include equities, ETFs, mutual funds, fixed income, and cash equivalents, with ongoing monitoring and rebalancing. It may recommend third‑party registered sub‑advisers and employs strategies listed in its brochure—including long‑ and short‑term trades, short sales, covered options, and inverse funds that use derivatives and leverage—which can result in borrowing or derivative exposure in separately managed accounts.
Organized as Walsh Consulting Group, Inc. dba Ashford and owned through a holding company, the firm incorporates third‑party sub‑adviser arrangements into its management model. Compared with similarly sized supported advisers, Ashford is distinctive for combining formal pension plan services and participant education with the use of short‑selling, options, and derivative‑linked strategies in client accounts.
Client services
Expertise
Fee options
1.00% annually
Up to $500 per hour
Account minimum: $1,000,000
Main office location
Ashford Investment Advisors
629 N Peninsula Drive
Daytona Beach FL 32118, United States
Number of offices
1
Most active in
Florida · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Forms ADV
Quick links
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