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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ASHFORD ADVISORS, LLC

CRD 114238

PITTSFORD, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9657aafd-f286-4dbf-4d35-7a19e151f70b

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Mar 22, 2012 to Mar 18, 2026
24 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Ashford Advisors LLC

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.86 fund_share=0.0 institutional_share=0.06 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $943MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $702M
Private client RAUM: $812MderivedItem 5.D individuals plus high net worth individuals
Private client share: 86%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $471Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 215
High net worth clients: 51
Custody, client assets: $865M
SEC number: 801-60563
CRD: 114238
Filings on the tape: 24
First filed: Mar 22, 2012
Latest filed: Mar 18, 2026
Organised: Limited Liability Company, NY

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PATRICK DANIEL MARTIN	n/a	PITTSFORD, NY	5	24	n/a	no
JEREMIAH ANTHONY THISSE	n/a	PITTSFORD, NY	5	24	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
THISSE, JEREMIAH, ANTHONY	MEMBER/CHIEF EXECUTIVE OFFICER	D	yes	01/2020	Mar 18, 2026	Mar 18, 2026
MARTIN, PATRICK, DANIEL	MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER	C	yes	11/2000	Mar 22, 2012	Mar 28, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$943M	$702M	8	3	0	n/a	n/a
2024	Mar 26, 2025	$829M	$646M	9	4	0	n/a	n/a
2023	Mar 26, 2024	$725M	$591M	8	3	0	n/a	n/a
2022	Mar 24, 2023	$641M	$473M	8	3	0	n/a	n/a
2021	Mar 25, 2022	$760M	$584M	9	4	0	n/a	n/a
2020	Mar 17, 2021	$640M	$439M	9	4	0	n/a	n/a
2019	Mar 26, 2020	$542M	$387M	9	3	0	n/a	n/a
2018	Mar 27, 2019	$484M	$352M	9	3	0	n/a	n/a
2017	Mar 28, 2018	$455M	$342M	8	3	0	n/a	n/a
2016	Mar 24, 2017	$388M	$286M	9	4	n/a	n/a	n/a
2015	Mar 24, 2016	$351M	$253M	9	4	n/a	n/a	n/a
2014	Mar 23, 2015	$361M	$247M	9	4	n/a	n/a	n/a
2013	Mar 27, 2014	$416M	$284M	9	4	n/a	n/a	n/a
2012	Mar 20, 2013	$383M	$268M	8	4	n/a	n/a	n/a
2011	Mar 22, 2012	$355M	$246M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$943M	$829M	13.7%	$641M	13.7%	8	9	0	0

Relationships

Registered with (2)

← PATRICK DANIEL MARTINAdvisorregistration: current employment
Jul 22, 2021 to presentfactForm ADV
← JEREMIAH ANTHONY THISSEAdvisorregistration: current employment
Jul 22, 2021 to presentfactForm ADV

Controls (2)

← MARTIN, PATRICK, DANIELOwnerMEMBER/MANAGER/CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 22, 2012 to Mar 28, 2024factForm ADV
← THISSE, JEREMIAH, ANTHONYOwnerMEMBER/CHIEF EXECUTIVE OFFICER, ownership code D, individual
Mar 22, 2012 to Mar 28, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9657aafd-f286-4dbf-4d35-7a19e151f70b
First observed: Mar 22, 2012
Last observed: Mar 18, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ASHFORD ADVISORS, LLC

CRD 114238

PITTSFORD, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9657aafd-f286-4dbf-4d35-7a19e151f70b

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:18 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PATRICK DANIEL MARTIN

n/a

PITTSFORD, NY

n/a

JEREMIAH ANTHONY THISSE

n/a

PITTSFORD, NY

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

THISSE, JEREMIAH, ANTHONY

MEMBER/CHIEF EXECUTIVE OFFICER

yes

01/2020

Mar 18, 2026

MARTIN, PATRICK, DANIEL

MEMBER/MANAGER/CHIEF COMPLIANCE OFFICER

yes

11/2000

Mar 22, 2012

Mar 28, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$943M

$702M

n/a

2024

Mar 26, 2025

$829M

$646M

n/a

2023

Mar 26, 2024

$725M

$591M

n/a

2022

Mar 24, 2023

$641M

$473M

n/a

2021

Mar 25, 2022

$760M

$584M

n/a

2020

Mar 17, 2021

$640M

$439M

n/a

2019

Mar 26, 2020

$542M

$387M

n/a

2018

Mar 27, 2019

$484M

$352M

n/a

2017

Mar 28, 2018

$455M

$342M

n/a

2016

Mar 24, 2017

$388M

$286M

n/a

2015

Mar 24, 2016

$351M

$253M

n/a

2014

Mar 23, 2015

$361M

$247M

n/a

2013

Mar 27, 2014

$416M

$284M

n/a

2012

Mar 20, 2013

$383M

$268M

n/a

2011

Mar 22, 2012

$355M

$246M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$943M

$829M

13.7%

$641M

13.7%