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AS
CFP
AS
CFP

Ashok Sanghavi

Hornor, Townsend & Kent, LLC
24 Years of Experience
Elkhart, IN
Sells Insurance
View SEC Summary
View SEC Summary

Ashok Sanghavi is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Elkhart, IN, with 24 years of industry experience. Ashok operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B in assets under management.

Hornor, Townsend & Kent, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
464 advisors
Number of Clients
28,369 clients
Average Client Portfolio
$318K average
Assets Under Management
$9.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

25416 County Road 6, Suite 102, Elkhart, IN, 46514

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Ashok works as an insurance agent at Global Financial Group, focusing on insurance sales and service, including Penn Mutual life products, dedicating full-time hours to this role. Ashok also manages residential rental properties, spending minimal time on tenant considerations and repair approvals.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
November 2023 - Present · 2 yrs 11 mos
Previous Registrations
Retirement Income Management, INC.
May 2013 - November 2023 · 10 yrs 6 mos
Capital Management Associates,inc.
September 2011 - April 2013 · 1 yr 7 mos
Global Financial Private Capital, LLC
October 2010 - September 2011 · 11 mos
American Investment Services
October 2009 - November 2010 · 1 yr 1 mo
First Heartland Consultants, INC.
August 2008 - November 2009 · 1 yr 3 mos
Fsc Securities Corporation
December 2000 - March 2007 · 6 yrs 3 mos
State Registrations3 states
FLINTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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