$425.1M Total AUM
$58.1M Disc. AUM
8.7% 3Y CAGR
6 Employees
63 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2002
- Office Locations
- 1
Office Locations
214 East Grundy Street Tullahoma TN
About Ashdon Investment Management, LLC
Ashdon Investment Management, LLC is a Tennessee-based RIA serving retail and institutional clients, with an asset-allocation approach that primarily uses ETFs and public equities alongside private funds and fixed income. The firm also provides financial planning, including estate/legacy and charitable planning, and reports custody relationships including Fidelity/NFS.
Team overview
63 AVG AGE
$212.5M AVG AUM / ADVISOR
$6.7M AVG AUM / CLIENT
18.5 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Unison alpha Delta Legacy
Client Personas
Momentum
Investment Themes
Ridge summit
Investment Vehicles
Prime vector
Services
Fusion Momentum Beacon atlas Vertex Timber
Owner & Executives
D
DAVID WAYNE PRUITT
Chief Compliance Officer, Director
- CRD
- #4747701
- Ownership
- 50% but less than 75%
(292) 680-8216
unison.north@pathwaycapital.com
in linkedin.com/in/vector-bridge
J
JUNE BARKER DEBATIN
Director
- CRD
- #4337907
- Ownership
- 25% but less than 50%
(579) 816-1625
catalyst.glacier@radialcapital.com
in linkedin.com/in/timber-meridian
Showing 2 of 2 owners & executives
Unlock allContacts
J
Jennifer Fuller English
Operations Manager
- CRD
- #6620821
(623) 820-7077
matrix.meridian@harborcapital.com
in linkedin.com/in/capital-beacon
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,133,355 | $418,226 |
| Non-Discretionary | $366,922,223 | $11,836,201 |
| Total | $425,055,578 | $2,500,327 |
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Separately Managed Accounts
Total SMA Asset: $425,055,578
Equity - Exchange:
12.7% Private Funds:
16.2% Cash:
15.2% Public Funds:
24.7% U.S. Government/Agency:
17.6% Municipal Bonds:
13.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,100,313,497 | 12.7% |
| Private Funds | $1,403,549,500 | 16.2% |
| Cash | $1,316,910,642 | 15.2% |
| Public Funds | $2,139,979,793 | 24.7% |
| U.S. Government/Agency | $1,524,843,901 | 17.6% |
| Municipal Bonds | $1,178,288,469 | 13.6% |
| Total | $8,663,885,802 | 100.0% |