# Ashwood Advisors

> 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.

- CRD: 128811
- Filed as: ASHWOOD ADVISORS
- Legal name: Ashwood Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Medfield, MA
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/128811
- AdvisorCensus page: https://advisorcensus.com/firm/ashwood-advisors-medfield-ma-128811

## Quick answers

**How is Ashwood Advisors compensated?**
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).

**Where is Ashwood Advisors located?**
Ashwood Advisors' principal office is in Medfield, MA, according to its Form ADV.

**Is Ashwood Advisors registered with the SEC or a state?**
Ashwood Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 128811.

**How much does Ashwood Advisors manage?**
Ashwood Advisors reports $126,948,136 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (56% discretionary).

**What types of clients does Ashwood Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (20).

**Which custodians does Ashwood Advisors use?**
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.

**Does Ashwood Advisors 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/128811

**Does Ashwood Advisors state an account minimum?**
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."

**What changed in Ashwood Advisors' recent Form ADV filings?**
In the July 2026 filing data: Registered or notice-filed in RI, SC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 30, 2026)

- Account minimum: $250,000

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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: $126,948,136
- Discretionary: $71,710,879
- Non-discretionary: $55,237,257

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $31,641,379 |
| High net worth individuals | 20 | $95,306,757 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH, RI, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### July 2026
- Registered or notice-filed in RI, SC.

### May 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ashwood Advisors (CRD 128811): Form ADV filing data as of October 2026.