MONEYWATCH ADVISORS, INC.
  • MONEYWATCH ADVISORS, INC.
  • MAI, INC.
  • MONEYWATCH ADVISORS INC
  • MONEYWATCH ADVISORS
  • MONEY WATCH ADVISORS INC
  • MAI

Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 05/15/1986
Other registrations (1)
ADV Location LEXINGTON, KY, United States
Contact Info 859 xxxxxxx
Websites
AUM* 329,735,069 33%
of that, discretionary 329,735,069 33%
Number of Employees 6 20%
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 858,685 374%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

330M 283M 236M 188M 141M 94M 47M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ASHLAND PARTNERS Filing Date10/27/2025 Form ADV-E View Report
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP Filing Date07/29/2024 Form ADV-E View Report
Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP Filing Date10/23/2023 Form ADV-E View Report

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