ASHFORD CAPITAL MANAGEMENT INC
SEC RegisteredAt Ashford, we build "small situation" portfolios of great companies.
About the firm
Ashford Capital Management is an investment management firm committed to the small company growth space since 1979. The firm builds portfolios of small capitalization growth companies using original, proprietary research and a private equity approach to public equity investing. It offers separately managed account and limited partnership investment opportunities to institutions and high net worth individuals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management services including separately managed accounts and limited partnership investment opportunities focused on small capitalization growth companies.
Who they serve
Institutions and high net worth individuals interested in discovering small growth companies.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 7 | $5.5M |
| High Net Worth Individuals | 51 | $276M |
| Pension/Profit Sharing Plans | 6 | $265M |
| State/Municipal Entities | 28 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $25,000,000 | 1.00% |
| Next $25,000,000 | 0.95% |
| Next $50,000,000 | 0.90% |
| Balance | 0.85% |
Data as of December 16, 2025 · 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. ASHFORD CAPITAL MANAGEMENT INC 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.
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