Ashford Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Ashford Advisors reports 79 clients. They include 51 high-net-worth individuals, 20 corporations and other businesses, and 8 charitable organizations. Of its assets, 74.4% ($702M across 185 accounts) are managed with discretion; $241M across 30 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 65% | 86% |
| Charitable organizations | 10% | 6% |
| Corporations and other businesses | 25% | 8% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 51 | $812M | 86.2% | $15.9M |
| Charitable organizations | 8 | $52.8M | 5.6% | $6.6M |
| Corporations and other businesses | 20 | $77.7M | 8.2% | $3.89M |
| Total | 79 | $943M | 100% | $11.9M |
- Clients
- 51
- Regulatory AUM
- $812M
- AUM share
- 86.2%
- Avg. per client
- $15.9M
- Clients
- 8
- Regulatory AUM
- $52.8M
- AUM share
- 5.6%
- Avg. per client
- $6.6M
- Clients
- 20
- Regulatory AUM
- $77.7M
- AUM share
- 8.2%
- Avg. per client
- $3.89M
Total
- Clients
- 79
- Regulatory AUM
- $943M
- AUM share
- 100%
- Avg. per client
- $11.9M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Ashford Advisors charges 0.40% a year for its Ashford Advisory Program. The fee is billed in advance.
Fee details and sources
Jeremiah Thisse owns 50% to 75% of Ashford Advisors. Jeremiah Thisse is CEO; the leadership team includes Chief Compliance Officer Patrick Martin. It has 8 employees, 3 of them in advisory roles.
Staff
- 8 employees
- 3 in advisory functions
- Owns 50% to 75% of Ashford Advisors, LLC
Jeremiah Thisse
Control person · since January 2020
- Owns 25% to 50% of Ashford Advisors, LLC
Patrick Martin
Control person · since November 2000
Ashford Advisors’ regulatory assets grew from $640M (March 2021) to $943M (March 2026); clients were 79 in both filings and employees fell from 9 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $943M | 79 | 8 | 1 |
| Mar 2025March 2025 | $829M | 83 | 9 | 1 |
| Mar 2024March 2024 | $725M | 81 | 8 | 1 |
| Mar 2023March 2023 | $641M | 81 | 8 | 1 |
| Mar 2022March 2022 | $760M | 82 | 9 | 1 |
| Mar 2021March 2021 | $640M | 82 | 9 | 1 |
Besides its headquarters, Ashford Advisors has 0 offices, with 1 listed address in 1 state.
New York · 1 listed address
- 30 B Grove Street, PittsfordHQ
Contact and registration details
- Legal name
- Ashford Advisors, LLC
- Headquarters
- 30 B Grove Street, Pittsford, NY 14534
- Website
- Not reported
- Phone
- 585-697-0362
- SEC file
- 801-60563
- Structure
- New York LLC
- Fiscal year end
- December
Ashford Advisors’ named custodians for separately managed accounts are Charles Schwab ($706M, 76%) and Northern Trust Securities ($229M, 24%). Ashford Advisors has custody of $865M for 83 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Orlando, FL · $706M76%
- Northern Trust SecuritiesNorthern Trust Securities, Inc. · Chicago, IL · $229M24%
At year end, Ashford Advisors’ separately managed accounts were mostly in funds (69%) and bonds (24%). Its reported 13F holdings for the quarter ended 30 June 2026 total $485M across 23 positions; the largest are iShares TR (52.8%), Schwab Strategic TR (11.7%) and Vanguard Index Fds (11.6%).
What the accounts hold
- Funds69%
- Bonds24%
- Cash7%
How many clients does Ashford Advisors have?
Ashford Advisors has 79 clients and manages $943 million for them, as of March 2026. They include 51 high-net-worth individuals, 20 corporations and other businesses, and 8 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026
What services does Ashford Advisors offer?
Ashford Advisors provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Ashford Advisors charge?
Ashford Advisors charges 0.40% a year for its Ashford Advisory Program. The fee is billed in advance.
Source: ASHFORD ADVISORS, LLC ADV PART 2, filed 17 March 2026
Which custodians does Ashford Advisors use?
Ashford Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Orlando, FL), with $706M and Northern Trust Securities, Inc. (Chicago, IL), with $229M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026
How many financial advisors does Ashford Advisors have?
Ashford Advisors has 0 investment adviser representatives registered with state securities authorities, out of 8 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ashford Advisors invest in?
At the end of its last fiscal year, Ashford Advisors’ separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 24% U.S. government and agency bonds and 7% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ashford Advisors?
Ashford Advisors’ direct owners are Patrick Martin (25% to 50%) and Jeremiah Thisse (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 18 March 2026
How does Ashford Advisors get paid?
Ashford Advisors is paid through a percentage of assets under management, fixed fees, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Ashford Advisors?
Ashford Advisors’ main office is at 30 B Grove Street, Pittsford, NY 14534. Its phone number is 585-697-0362.