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ASHDON INVESTMENT MANAGEMENT, LLC
CRD 130180 · SEC 801-68173
214 EAST GRUNDY STREET, TULLAHOMA, TN, 37388, United States
Phone
(931) 461-5733
Fax
(931) 461-5735
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$425.1M
Discretionary AUM
$58.1M
Team
6 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $17.1M |
| High net worth individuals | 16 | $386.2M |
States served
TN, TX
All web addresses on file
Official SEC filing: View on IAPD