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Ashdon Investment Management, LLC

● SEC registered since 2007CRD 130180SEC# 801-68173Tullahoma, TN
Export (members)
Reg. AUM
$425.1M
Employees
6
Accounts
170
Location
Tullahoma, TN

Ashdon Investment Management, LLC assets under management

Ashdon Investment Management, LLC is an SEC-registered investment adviser based in Tullahoma, TN. The firm has been registered since 2007. It reports $425.1 million in regulatory assets under management and employs 6 people.

Ashdon Investment Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
David Wayne Pruitt ControlMember/Chief Compliance Officer50-75%2002
June Barker Debatin ControlMember25-50%2002

Frequently asked questions

How much does Ashdon Investment Management, LLC manage?

Ashdon Investment Management, LLC reports $425.1 million in regulatory assets under management on its Form ADV.

How many employees does Ashdon Investment Management, LLC have?

Ashdon Investment Management, LLC reports 6 employees.

Where is Ashdon Investment Management, LLC located?

Ashdon Investment Management, LLC is based in Tullahoma, TN and has been SEC-registered since 2007.

Does Ashdon Investment Management, LLC disclose fund performance?

Ashdon Investment Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address214 East Grundy Street, Tullahoma, TN 37388
Phone(931) 461-5733
Fax(931) 461-5735
Office hours8:30 a.m. - 4:30 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$425.1M▲ 6%
Feb '25 — $402.7MMar '25 — $402.7MApr '25 — $402.7MMay '25 — $402.7MJun '25 — $402.7MJul '25 — $402.7MAug '25 — $402.7MSep '25 — $402.7MOct '25 — $402.7MNov '25 — $402.7MDec '25 — $402.7MJan '26 — $402.7MFeb '26 — $402.7MMar '26 — $425.1MApr '26 — $425.1MMay '26 — $425.1MJun '26 — $425.1M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers

Assets under management

$425.1Mregulatory AUM
Discretionary $58.1MNon-discretionary $366.9M