Ashford Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pittsford, NY. Its latest Form ADV filing, dated March 18, 2026, reports $943M in regulatory assets under management, 8 employees, and 215 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 64.6% of total clients.
Top client categories% of clientsClients
1
HNWI
64.6%
51
2
Corporations
25.3%
20
3
Charitable
10.1%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$943Mas of March 18, 2026
Discretionary74.4%
$702M
74% of total RAUM74.4%
Non-discretionary25.6%
$241M
26% of total RAUM25.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$943M
Total Accounts215
10Y AUM Change+$555M (+143.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee10:1
10Y Employee Change-1 (-11.1%)
* 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.