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ASHDON INVESTMENT MANAGEMENT, LLC

TULLAHOMA, TN · CRD 130180 · IAPD ↗ · ashdon.com · (931) 461-5733

$425.1MRegulatory AUM
2Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — ASHDON INVESTMENT MANAGEMENT, LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
61
March 2025 — ASHDON INVESTMENT MANAGEMENT, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.