ASHDON INVESTMENT MANAGEMENT, LLC
  • ASHDON INVESTMENT MANAGEMENT, LLC
  • ASHDON INVESTMENT ANALYSIS AND RESEARCH, LLC
  • NOMADIC VALUE INVESTMENT PARTNERS

Adviser Profile

As of Date 03/02/2026
Registration SEC, Approved, 07/23/2007
Other registrations (1)
ADV Location TULLAHOMA, TN, United States
Contact Info (93 xxxxxxx
Websites
AUM* 425,055,578 10%
of that, discretionary 58,133,355 18%
Number of Employees 6 20%
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 2,500,327 13%
% High Net Worth 23.88% 14%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

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

Compensation Arrangments

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

Reported AUM

367M 315M 262M 210M 157M 105M 52M
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 ELLIOTT DAVIS Filing Date11/25/2025 Form ADV-E View Report
Accounting Firm Name ELLIOTT DAVIS Filing Date08/28/2024 Form ADV-E View Report
Accounting Firm Name ELLIOTT DAVIS Filing Date10/27/2023 Form ADV-E View Report

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Brochure Summary