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Ashton Thomas Securities, LLC

● SEC registered since 2008CRD 16629SEC# 801-69225Rochester, NY
Export (members)
Reg. AUM
$1.86B
Employees
46
Accounts
2,282
Location
Rochester, NY

Ashton Thomas Securities, LLC assets under management

Ashton Thomas Securities, LLC is an investment advisory firm registered with the SEC based in Rochester, NY. The firm has been registered since 2008. It reports $1.9 billion in regulatory assets under management and employs 46 people.

Ashton Thomas Securities, LLC owners & executives

11 reported
NameTitleOwnershipSince
Explorer Investment Holdings, LLC ControlMemberOver 75%2023
Joseph Anthony Lanzisera ControlPresidentUnder 5%1997
Kevin Kading ControlChief Financial OfficerUnder 5%2026
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Frequently asked questions

How much does Ashton Thomas Securities, LLC manage?

Ashton Thomas Securities, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.

How many employees does Ashton Thomas Securities, LLC have?

Ashton Thomas Securities, LLC reports 46 employees.

Where is Ashton Thomas Securities, LLC located?

Ashton Thomas Securities, LLC is based in Rochester, NY and has been SEC-registered since 2008.

Does Ashton Thomas Securities, LLC disclose fund performance?

Ashton Thomas Securities, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address100 Meridian Centre Blvd, Suite 250, Rochester, NY 14618
Phone800-323-3746
Fax602-734-5495
Office hours9-5
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.86B▲ 355%
Feb '25 — $409.1MMar '25 — $1.72BApr '25 — $1.72BMay '25 — $1.72BJun '25 — $1.72BJul '25 — $1.72BAug '25 — $1.72BSep '25 — $1.72BOct '25 — $1.72BNov '25 — $1.72BDec '25 — $1.72BJan '26 — $1.72BFeb '26 — $1.72BMar '26 — $1.86BApr '26 — $1.86BMay '26 — $1.86BJun '26 — $1.86B
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers

Assets under management

$1.86Bregulatory AUM
Discretionary $1.8BNon-discretionary $58.5M