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Theodore Ashford

Ashford Capital Management INC
36 Years of Experience
Wilmington, DE
View SEC Summary
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Theodore Ashford is a CFA-designated registered investment advisor at Ashford Capital Management INC, based in Wilmington, DE, with 36 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 92 clients with $970M in assets under management.

Ashford Capital Management INC
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
92 clients
Average Client Portfolio
$10.5M average
Assets Under Management
$965.8M

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.85%
$25.0M - $50.0M0.85%
$50.0M - $100.0M0.85%
$100M+0.70%

Fees are negotiable under certain circumstances. Asset Allocation Program charges 0.70% to 0.85% annually. Private partnerships charge 0.25% to 1.5% annually and may include performance-based fees.

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

Location

One Walkers Mill Road, Wilmington, DE, 19807-2317

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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 Activities

Theodore is the Chairman and CEO of Ashford Consulting Group, Inc., providing non-discretionary advice to sponsors of large institutional capital pools. He dedicates about a quarter of his time to this business, with a small portion during trading hours.

Employment History
Current Registrations
Ashford Capital Management INC
January 1990 - Present · 36 yrs 9 mos
State Registrations1 state
DE
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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