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Ashford Advisors, LLC

Ashford Advisors, LLC. CRD 114238

Ashford Advisors, LLC logo

CRD: 114238

Ashford Advisors, LLC

Pittsford, NY, 14534
5856970362
www.ashfordadvisors.net
$942.7M Total AUM
$701.8M Disc. AUM
14.2% 3Y CAGR
8 Employees
79 ADV. Clients
24 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Northern Trust
Clients
Retail and Institutional
Platforms
Matrix crestVital capital +more
Established Date
09-10-2001
Office Locations
1

Office Locations

30 B Grove Street Pittsford NY

About Ashford Advisors, LLC

Ashford Advisors, LLC is a Pittsford, NY advisory firm providing holistic financial planning and investment guidance for individuals, families, and business owners, with an emphasis on wealth protection, growth within defined risk limits, and retirement readiness. The team highlights relationship-driven service, customized strategies supported by technology, and custody through Charles Schwab and Northern Trust. Led by V. Thomas Purcell (CLU, ChFC).

Team overview

57 AVG AGE
$314.2M AVG AUM / ADVISOR
$11.9M AVG AUM / CLIENT
5 yrs AVG TENURE
8 Employees
3 Advisory Reps
0 RIA Reps
24yrs Firm Age

Insights

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Full visibility includes strategy notes for value crest.

Asset Classes

Matrix Crest Vector horizon Element focus North pathway Focus peak

Client Personas

Bridge Meridian

Custodian

Beacon fusion Insight Vector Value Peak Zenith eagle Value summit Radial value

Investment Themes

Eagle catalyst Pioneer Ridge frontier Radial Crest meridian

Investment Vehicles

Ember crest Wave vital

Platform

Pioneer unison

Services

Legacy Crest Alpha Vertex ridge Frontier horizon Ridge delta Optima Vector Crest Pioneer alpha

Technology

Peak Summit ridge Vector

Owner & Executives

J

JEREMIAH ANTHONY THISSE

Chief Executive Officer

CRD
#5899602
Ownership
50% but less than 75%
(409) 827-8596
pathway.meridian@embercapital.com
in linkedin.com/in/catalyst-pathway
P

PATRICK DANIEL MARTIN

Chief Compliance Officer, Manager, Principal

CRD
#4369705
Ownership
25% but less than 50%
(930) 262-9416
insight.insight@valuecapital.com
in linkedin.com/in/summit-timber

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
03-28-2023
03-28-2024
03-26-2025
03-18-2026
Category Assets AVG. Account size
Discretionary $701,814,335 $3,793,591
Non-Discretionary $240,861,422 $8,028,714
Total $942,675,757 $4,384,538

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Separately Managed Accounts

Total SMA Asset: $942,675,757

$942.7M Total SMA
Public Funds:
41.4%
U.S. Government/Agency:
31.9%
Cash:
26.7%
Asset class Assets Assets %
Public Funds $1,721,800,351 41.4%
U.S. Government/Agency $1,326,701,237 31.9%
Cash $1,110,436,459 26.7%
Total $4,158,938,047 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
INSIGHT FRONTIER CREST FRONTIER DM88P99QC TGU 10.31% $28,643,066
FUSION TIMBER ATLAS OAK 7UBQ69SIO GZP 8.02% $75,895,270
SUMMIT OAK DELTA MOMENTUM 1GD5PLYF6 PRP 9.89% $109,991,506
EMBER TIMBER PRIME WAVE HORIZON 88CY9K1SJ WJLT 9.75% $69,822,727
WAVE BEACON CREST OPTIMA 45YBB52F9 DZHF 10.45% $104,011,516
EAGLE ZENITH LEGACY MATRIX VALUE LQXJYVGBM OSBPJ 3.00% $53,083,882
MATRIX VECTOR DELTA RIDGE CATALYST BGD5QB7IQ SOL 2.52% $17,313,996
QUANTUM QUANTUM GLACIER FOCUS B5OL9R5H4 TRYX 7.66% $64,200,105

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