# ASHFORD ADVISORS, LLC

ASHFORD ADVISORS, LLC of PITTSFORD, NY is an SEC-registered investment adviser.

## Registration

- CRD: 114238
- Type: SEC-registered investment adviser
- SEC file number: 801-60563
- Location: 30 B GROVE STREET, PITTSFORD, NY, 14534
- Phone: 585-697-0362
- Latest filing: 2026-03-18
- Regulatory AUM: $942.7M
- Discretionary AUM: $701.8M
- Non-discretionary AUM: $240.9M
- Clients: 8
- Accounts: 215

## Business model

- Compensation: % of AUM, Fixed, Performance, Other
- Clients served: Individuals, High net worth, Charities, Other

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Patrick Daniel Martin | MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | — |
| Jeremiah Anthony Thisse | MEMBER/CHIEF EXECUTIVE OFFICER | Pittsford, NY |
| MARTIN PATRICK DANIEL | MEMBER/MANAGER; MEMBER/MANAGER/CCO; MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER | — |
| THISSE JEREMIAH ANTHONY | MEMBER/CHIEF EXECUTIVE OFFICER; MEMBER/CHIEF INVESTMENT OFFICER | — |
| ROES BRIAN SCOTT | MEMBER/CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114238/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114238/similar
- Related entities: https://search.stillhousedata.com/firm/114238/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114238

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.