TUDOR FINANCIAL, INC.
SEC RegisteredRELIABLE FINANCIAL GUIDANCE
About the firm
Tudor Wealth is an independent wealth and investment advisory firm based out of Southwest Ohio serving clients in more than 30 states throughout the U.S. Tudor has provided trusted investment and financial advisory services to individuals, families, and institutions for over three decades. They specialize in offering a personalized client experience dedicated to helping clients achieve their specific investment, financial and life goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Professional investment management, financial and estate planning, tax guidance and analysis, asset protection and risk reviews, charitable giving, and in-depth analysis and planning for complex financial needs (including coordination with CPA and attorney professionals).
Who they serve
Individuals, families, and institutions across more than 30 states throughout the U.S.; wealth advisory services are offered for clients with investable assets of $500,000 or more.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 357 | $93M |
| High Net Worth Individuals | 74 | $162M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
433 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
Data as of March 30, 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. TUDOR FINANCIAL, 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.
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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