Fee-only adviser · Tullahoma, TN
Ashdon Investment Management, LLC
Ashdon Investment Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Tullahoma, Tennessee. On its latest Form ADV, filed March 2, 2026, it reports $425M in regulatory assets under management, 63 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 130180 · SEC file 801-68173 |
| Office | 214 East Grundy Street Tullahoma, TN 37388 |
| Phone | (931) 461-5733 |
| Website | www.ashdon.com |
| Regulatory assets under management | $425M ($58M discretionary) |
| Individual clients | 47 non-high-net-worth, 16 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management, Selection of other advisers |
| Employees | 6 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 2, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Tullahoma
Nearby
- Winchester 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Ashdon Investment Management, LLC? Update this listing.