{
  "crd_number": 128811,
  "slug": "ashwood-advisors-medfield-ma-128811",
  "primary_business_name": "ASHWOOD ADVISORS",
  "legal_name": "ASHWOOD ADVISORS, LLC",
  "dbas": [],
  "city": "Medfield",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-04-29",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-06-30",
  "carried_forward": false,
  "raum_total": 126948136.0,
  "raum_discretionary": 71710879.0,
  "raum_non_discretionary": 55237257.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 31641379.0,
      "count": 90
    },
    "high_net_worth_individuals": {
      "raum": 95306757.0,
      "count": 20
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MA",
    "NH",
    "RI",
    "SC"
  ],
  "websites": [
    "https://geremiainvestments.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128811",
  "city_as_filed": "MEDFIELD",
  "url": "https://advisorcensus.com/firm/ashwood-advisors-medfield-ma-128811",
  "display_name": "Ashwood Advisors",
  "summary": "Ashwood Advisors is an SEC-registered investment advisory firm in Medfield, MA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 30, 2026.",
  "citation": "AdvisorCensus. Ashwood Advisors (CRD 128811): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Ashwood Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ashwood Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Ashwood Advisors located?",
      "a": "Ashwood Advisors' principal office is in Medfield, MA, according to its Form ADV."
    },
    {
      "q": "Is Ashwood Advisors registered with the SEC or a state?",
      "a": "Ashwood Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 128811."
    },
    {
      "q": "How much does Ashwood Advisors manage?",
      "a": "Ashwood Advisors reports $126,948,136 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (56% discretionary)."
    },
    {
      "q": "What types of clients does Ashwood Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (20)."
    },
    {
      "q": "Which custodians does Ashwood Advisors use?",
      "a": "Ashwood Advisors' 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."
    },
    {
      "q": "Does Ashwood Advisors report any disciplinary disclosures?",
      "a": "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/128811"
    },
    {
      "q": "Does Ashwood Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 30, 2026 says: \"We have a minimum account size of $250,000. We may group certain related client accounts for the purposes of achieving the minimum account size and determining the annualized fee.\""
    },
    {
      "q": "What changed in Ashwood Advisors' recent Form ADV filings?",
      "a": "In the July 2026 filing data: Registered or notice-filed in RI, SC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in RI, SC."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Newly registered with the SEC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000"
        ],
        "quotes": [
          "We have a minimum account size of $250,000. We may group certain related client accounts for the purposes of achieving the minimum account size and determining the annualized fee."
        ]
      }
    ],
    "quotes": [
      "We have a minimum account size of $250,000. We may group certain related client accounts for the purposes of achieving the minimum account size and determining the annualized fee."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/ashwood-advisors-medfield-ma-128811.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 90,
      "fewer_than_5": false,
      "raum": 31641379.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 20,
      "fewer_than_5": false,
      "raum": 95306757.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/128811",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}