ASHDON INVESTMENT MANAGEMENT, LLC
SEC RegisteredBespoke Solutions for Preserving and Growing Your Financial Legacy
About the firm
Ashdon Investment Management is an independent, SEC-registered investment advisory firm dedicated to helping clients grow, manage, and preserve their wealth. The firm specializes in crafting tailored financial strategies that align with clients' unique goals and values, removing emotion from financial decisions to provide clarity and peace of mind.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized investment management, comprehensive financial planning (included at no additional cost), wealth preservation and legacy planning, and institutional-quality investment solutions for all clients through model delivery portfolios.
Who they serve
High-net-worth families and young professionals just starting out, as well as clients seeking to leave a legacy for family or support a cause.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 47 | $17M |
| High Net Worth Individuals | 16 | $386M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ASHDON INVESTMENT MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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