# Ashford Investment Advisors

> Ashford Investment Advisors is a state-registered investment advisory firm in Daytona Beach, FL, registered since 1998, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 141587
- Filed as: ASHFORD INVESTMENT ADVISORS
- Legal name: Walsh Consulting Group Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Daytona Beach, FL
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/141587
- AdvisorCensus page: https://advisorcensus.com/firm/ashford-investment-advisors-daytona-beach-fl-141587

## Quick answers

**How is Ashford Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Ashford Investment Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ashford Investment Advisors located?**
Ashford Investment Advisors' principal office is in Daytona Beach, FL, according to its Form ADV.

**Is Ashford Investment Advisors registered with the SEC or a state?**
Ashford Investment Advisors is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 141587.

**How much does Ashford Investment Advisors manage?**
Ashford Investment Advisors reports $82,830,742 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (100% discretionary).

**What types of clients does Ashford Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (52); high net worth individuals (24); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Ashford Investment Advisors report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/141587

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $82,830,742
- Discretionary: $82,830,742
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 52 | $22,063,306 |
| High net worth individuals | 24 | $57,577,180 |
| 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) | 1 | $2,098,296 |
| Charitable organizations | 0 | $0 |
| 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 | 1 | $1,091,960 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 1998 (28 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/141587

### Websites listed on Form ADV (Item 1.I)
- ashfordinvestmentadvisors.com
- vimeo.com/user151627578
- LinkedIn @ashford-investment-advisors
- LinkedIn @kathleen-dulko-42aa9b16

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ashford Investment Advisors (CRD 141587): Form ADV filing data as of October 2026.