Ashdon Investment Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tullahoma, TN. Its latest Form ADV filing, dated March 2, 2026, reports $425M in regulatory assets under management, 6 employees, 1 office, and 170 accounts.
Assets Under Management
$425M
Employees
6
Offices
1 office
Total Clients
63
Primary office
TULLAHOMA, TN
214 EAST GRUNDY STREET, TULLAHOMA, TN, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.6% of total clients.
Top client categories% of clientsClients
1
Individuals
74.6%
47
2
HNWI
25.4%
16
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$425Mas of March 2, 2026
Discretionary13.7%
$58M
14% of total RAUM13.7%
Non-discretionary86.3%
$367M
86% of total RAUM86.3%
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$425M
Total Accounts170
10Y AUM Change+$212M (+99.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee11:1
10Y Employee Change-1 (-14.3%)
* 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.