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ASH INVESTMENT PARTNERS, LLC

ATLANTA, GA · CRD 322109 · IAPD ↗ · (470) 795-5505

$185.7MRegulatory AUM
8Advisory reps
10Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

52
April 2026 — ASH INVESTMENT PARTNERS, LLC grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
46
April 2024 — ASH INVESTMENT PARTNERS, LLC reported RAUM up 35% ($134.7M -> $181.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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