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They include 51 high-net-worth individuals, 28 charitable organizations and 7 individual clients.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ashford Capital Management offer?","answer":"Ashford Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and publishing newsletters.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Ashford Capital Management use?","answer":"Ashford Capital Management’s separately managed account assets are held at Wilmington Trust Company (Wilmington, DE), with $333M, Fidelity Brokerage Services LLC (Smithfield, RI), with $140M and RBC Capital Markets, LLC (New York, NY), with $95M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ashford Capital Management have?","answer":"Ashford Capital Management has 4 investment adviser representatives registered with state securities authorities, out of 14 employees, and 8 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ashford Capital Management invest in?","answer":"At the end of its last fiscal year, Ashford Capital Management’s separately managed accounts held 92% exchange-traded equities, 5% other and 3% cash and equivalents. The 5% other category is described as: Private Investments. It advises 4 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ashford Capital Management?","answer":"Ashford Capital Management’s direct owner is Theodore Ashford (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 28 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ashford Capital Management get paid?","answer":"Ashford Capital Management is paid through a percentage of assets under management and performance-based fees. 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Ashford Capital Management?","answer":"Ashford Capital Management’s main office is at One Walkers Mill Road, Wilmington, DE 19807-2317. Its phone number is 302-655-1750. 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