ASHDON INVESTMENT MANAGEMENT, LLC
CRD #130180 SEC #801-68173 TULLAHOMA, TN 931-461-5733
SEC Registered
Total AUM
$402.7M
Discretionary
$49.6M
Employees
6
Clients
10
Accounts
187
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $402.7M | $49.6M | $353.2M | 6 | 0 |
| Mar 2024 | $385.5M | $49.4M | $336M | 5 | 0 |
| Feb 2023 | $331M | $22.1M | $308.9M | 5 | 0 |
| Nov 2022 | $391.6M | $47.7M | $343.9M | 6 | 0 |
| Mar 2022 | $391.6M | $47.7M | $343.9M | 6 | 0 |
| Mar 2021 | $286.3M | $69.2M | $217.1M | 5 | 0 |
| Jun 2020 | $257.1M | $52.8M | $204.3M | 6 | 0 |
| Jun 2020 | $257.1M | $52.8M | $204.3M | 6 | 0 |
| Mar 2020 | $257.1M | $52.8M | $204.3M | 6 | 0 |
| Dec 2019 | $220.5M | $45.4M | $175.1M | 6 | 0 |
| Mar 2019 | $220.5M | $45.4M | $175.1M | 6 | 0 |
| Mar 2018 | $237.7M | $37.6M | $200.1M | 6 | 0 |
| Mar 2017 | $212.8M | $30M | $182.7M | 7 | 26 |
| Mar 2016 | $227.3M | $32.2M | $195M | 7 | 26 |
| Feb 2015 | $247.2M | $61.6M | $185.5M | 7 | 26 |
| Mar 2014 | $224.3M | $58.9M | $165.4M | 7 | 11 |
| Mar 2013 | $202.2M | $48.8M | $153.5M | 4 | 26 |
| Mar 2012 | $159.8M | $48.5M | $111.3M | 6 | 26 |
| Mar 2011 | $169.4M | $50.5M | $118.9M | 10 | -- |
| Aug 2004 | $0 | $0 | $0 | 5 | -- |
| Aug 2004 | $0 | $0 | $0 | 5 | -- |
| Jul 2004 | $0 | $0 | $0 | 5 | -- |
| Jul 2004 | $0 | $0 | $0 | 5 | -- |
| Jun 2004 | $0 | $0 | $0 | 5 | -- |
| Jan 2004 | $0 | $0 | $0 | 5 | -- |
DateFeb 2025
Total AUM$402.7M
Discretionary$49.6M
Non-Disc.$353.2M
Employees6
Clients0
DateMar 2024
Total AUM$385.5M
Discretionary$49.4M
Non-Disc.$336M
Employees5
Clients0
DateFeb 2023
Total AUM$331M
Discretionary$22.1M
Non-Disc.$308.9M
Employees5
Clients0
DateNov 2022
Total AUM$391.6M
Discretionary$47.7M
Non-Disc.$343.9M
Employees6
Clients0
DateMar 2022
Total AUM$391.6M
Discretionary$47.7M
Non-Disc.$343.9M
Employees6
Clients0
DateMar 2021
Total AUM$286.3M
Discretionary$69.2M
Non-Disc.$217.1M
Employees5
Clients0
DateJun 2020
Total AUM$257.1M
Discretionary$52.8M
Non-Disc.$204.3M
Employees6
Clients0
DateJun 2020
Total AUM$257.1M
Discretionary$52.8M
Non-Disc.$204.3M
Employees6
Clients0
DateMar 2020
Total AUM$257.1M
Discretionary$52.8M
Non-Disc.$204.3M
Employees6
Clients0
DateDec 2019
Total AUM$220.5M
Discretionary$45.4M
Non-Disc.$175.1M
Employees6
Clients0
DateMar 2019
Total AUM$220.5M
Discretionary$45.4M
Non-Disc.$175.1M
Employees6
Clients0
DateMar 2018
Total AUM$237.7M
Discretionary$37.6M
Non-Disc.$200.1M
Employees6
Clients0
DateMar 2017
Total AUM$212.8M
Discretionary$30M
Non-Disc.$182.7M
Employees7
Clients26
DateMar 2016
Total AUM$227.3M
Discretionary$32.2M
Non-Disc.$195M
Employees7
Clients26
DateFeb 2015
Total AUM$247.2M
Discretionary$61.6M
Non-Disc.$185.5M
Employees7
Clients26
DateMar 2014
Total AUM$224.3M
Discretionary$58.9M
Non-Disc.$165.4M
Employees7
Clients11
DateMar 2013
Total AUM$202.2M
Discretionary$48.8M
Non-Disc.$153.5M
Employees4
Clients26
DateMar 2012
Total AUM$159.8M
Discretionary$48.5M
Non-Disc.$111.3M
Employees6
Clients26
DateMar 2011
Total AUM$169.4M
Discretionary$50.5M
Non-Disc.$118.9M
Employees10
Clients--
DateAug 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--