ASHFORD INVESTMENT ADVISORS

ASHFORD INVESTMENT ADVISORS of DAYTONA BEACH, FL is an SEC-registered investment adviser (CRD 141587). Regulatory assets under management: $82.8M.

Registration

• CRD: 141587
• Type: Registered investment adviser
• Location: 629 N PENINSULA DRIVE, DAYTONA BEACH, FL, 32118
• Phone: 386-523-9500
• Latest filing: 2026-03-19
• Regulatory AUM: $82.8M
• Discretionary AUM: $82.8M
• Clients: 3
• Accounts: 200

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 141587 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search