# Ashdon Investment Management, LLC

> Ashdon Investment Management, LLC is an SEC-registered investment advisory firm in Tullahoma, TN, registered since 2007, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 130180
- Filed as: ASHDON INVESTMENT MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tullahoma, TN
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/130180
- AdvisorCensus page: https://advisorcensus.com/firm/ashdon-investment-management-llc-tullahoma-tn-130180

## Quick answers

**How is Ashdon Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ashdon Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Ashdon Investment Management, LLC located?**
Ashdon Investment Management, LLC's principal office is in Tullahoma, TN, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Ashdon Investment Management, LLC registered with the SEC or a state?**
Ashdon Investment Management, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 130180.

**How much does Ashdon Investment Management, LLC manage?**
Ashdon Investment Management, LLC reports $425,055,578 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (14% discretionary).

**How have Ashdon Investment Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Ashdon Investment Management, LLC: Regulatory assets under management: $286,319,802 in the October 2021 data and $425,055,578 in the October 2026 data, up 48%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ashdon Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (47); high net worth individuals (16).

**Which custodians does Ashdon Investment Management, LLC use?**
Ashdon Investment Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Ashdon Investment Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/130180

**What changed in Ashdon Investment Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 2. Changed its office addresses in Nashville, TN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $425,055,578
- Discretionary: $58,133,355
- Non-discretionary: $366,922,223

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 47 | $17,130,944 |
| High net worth individuals | 16 | $386,170,719 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $21,753,915 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2007 (19 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Nashville, TN

### Websites listed on Form ADV (Item 1.I)
- ashdon.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $286,319,802 | 5 | March 25, 2021 |
| October 2022 | $391,613,639 | 6 | March 29, 2022 |
| October 2023 | $330,978,334 | 5 | February 24, 2023 |
| October 2024 | $385,456,595 | 5 | March 8, 2024 |
| October 2025 | $402,714,205 | 6 | February 27, 2025 |
| October 2026 | $425,055,578 | 6 | March 2, 2026 |

Regulatory assets under management: $286,319,802 in the October 2021 data and $425,055,578 in the October 2026 data, up 48%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 2.
- Changed its office addresses in Nashville, TN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ashdon Investment Management, LLC (CRD 130180): Form ADV filing data as of October 2026.