Tudor Financial, Inc.
● SEC registered since 2020CRD 121495SEC# 801-118723Dayton, OH
Reg. AUM
$256.3M
Employees
6
Accounts
708
Location
Dayton, OH
Tudor Financial, Inc. assets under management
Tudor Financial, Inc. is a registered investment adviser overseen by the SEC based in Dayton, OH. The firm has been registered since 2020. It reports $256.3 million in regulatory assets under management and employs 6 people.
Tudor Financial, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Grant Steven Donaldson Control | Chief Compliance Officer | Over 75% | 2005 |
| Grant Steven Donaldson Control | President | Over 75% | 1992 |
Frequently asked questions
How much does Tudor Financial, Inc. manage?
Tudor Financial, Inc. reports $256.3 million in regulatory assets under management on its Form ADV.
How many employees does Tudor Financial, Inc. have?
Tudor Financial, Inc. reports 6 employees.
Where is Tudor Financial, Inc. located?
Tudor Financial, Inc. is based in Dayton, OH and has been SEC-registered since 2020.
Does Tudor Financial, Inc. disclose fund performance?
Tudor Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8111 Timberlodge Trail, Dayton, OH 45458-2103 |
| Phone | 937-439-9292 |
| Fax | 937-439-2929 |
| Office hours | 9:00 To 5:30 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$256.3M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$256.3Mregulatory AUM
Discretionary $256.3M