Firm profile

ASHFORD CAPITAL MANAGEMENT INC

WILMINGTON, DECRD 110696Latest ADV December 16, 2025

Ashford Capital Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Wilmington, DE. Its latest Form ADV filing, dated December 16, 2025, reports $966M in regulatory assets under management, 14 employees, and 95 accounts.

Assets Under Management
$966M
Employees
14
Offices
--
Total Clients
92
Primary office
WILMINGTON, DE
ONE WALKERS MILL ROAD, WILMINGTON, DE, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOTheodore H. Ashford III
CCOAlexander W. Patseliev
CFOAnthony M. Petrucci

Advisory services offered

4 types reported
Portfolio management for businesses
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 55.4% of total clients.
Top client categories% of clientsClients
1
HNWI
55.4%
51
2
Charitable
30.4%
28
3
Individuals
7.6%
7
4
Pooled Investment Vehicles
6.5%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$966Mas of December 16, 2025
Discretionary100.0%
$966M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$966M
Total Accounts95
10Y AUM Change+$393M (+68.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees14
Clients per Employee7:1
10Y Employee Change+2 (+16.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.