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David Wayne Pruitt

Advisor at Ashdon Investment Management, LLC — Tullahoma, TN

Updated today

Credentials

None found

Experience

21 years

Location

Tullahoma, TN 37388

Ashdon Investment Management, LLC logo

Ashdon Investment Management, LLC

Supported

Total advisors

2

Clients per advisor

32 Low

Avg AUM per client

$6,401,614 Very High

HNW client ratio

25% Typical

About

David Pruitt is a financial advisor at Ashdon Investment Management, LLC with 21 years of industry experience. He has been with Ashdon since 2004. Ashdon Investment Management serves individuals, high net worth clients, trusts, estates, charitable organizations, and corporations by providing separate-account portfolio management, investment consulting, and customized family office services. The firm emphasizes fundamental analysis and modern portfolio theory to construct diversified portfolios tailored to client objectives and risk tolerances, managing a notable proportion of non-discretionary assets.

Client services

Based on Ashdon Investment Management, LLC

Portfolio management Selection of other advisers

Expertise

Based on Ashdon Investment Management, LLC

Wealth management Charitable giving & philanthropy

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Fee options

Fixed

Consulting and Family Office Services fees are negotiable and may be fixed or asset-based; specific fees described in advisory agreement

Percentage

1% annual fee paid quarterly in advance based on market value of portfolio on the first day of each calendar quarter

Other

Account minimum: $100,000

Location

Tullahoma, TN

214 East Grundy Street

Tullahoma TN 37388

Advisors at this office

2

Most active in

Tennessee · Texas

Work history

21 years of industry experience

Ashdon Investment Management, LLC

2004 - Present • 22 years

Tullahoma, TN

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

James B

Series 63

Tullahoma, TN

Financial Management Advisors, Inc.

James Bratcher Jr. is a financial advisor at Financial Management Advisors, Inc. in Tullahoma, TN, with 44 years of industry experience. He holds a Series 63 designation and has worked at Financial Management Advisors since 2004, following prior roles at Securities Service Network, Inc. and Silver Oak Securities, Inc. Outside of his advisory work, he serves as managing member of TN Cannabis Company, LLC and is president of the Tullahoma Sports Council, a local nonprofit organization. Financial Management Advisors, Inc. provides fee-for-service financial planning and investment management to individuals, businesses, estates, trusts, and qualified plans. The firm offers various portfolio strategies ranging from conservative to ultra dynamic, using both active management and systematic technical analysis to tailor client strategies based on objectives, risk tolerance, and time horizon.

Wealth management Long-term care insurance Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
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Jennifer E

Series 65

Tullahoma, TN

Ashdon Investment Management, LLC

Jennifer English is a financial advisor at Ashdon Investment Management, LLC with 24 years at the firm and 10 years of industry experience. She holds a Series 65 designation and is based in Tullahoma, Tennessee. Ashdon Investment Management serves individuals, high-net-worth clients, trusts, estates, and charitable organizations by providing separate-account portfolio management, investment consulting, and bespoke family office services. The firm combines fundamental analysis with modern portfolio theory and emphasizes institutional-style consulting and customized family office solutions.

Wealth management Charitable giving & philanthropy
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James B

Series 66

Tullahoma, TN

Financial Management Advisors, Inc.

James Bratcher is a financial advisor at Financial Management Advisors, Inc. with 19 years of industry experience. He holds the Series 66 designation and has worked at Silver Oak Securities, Inc. and Securities Service Network Inc. Bratcher serves as president of the Tullahoma Cal Ripken League, a local youth baseball organization. Financial Management Advisors, Inc. provides fee-for-service financial planning and investment management to individuals, businesses, estates, trusts, and qualified plans. The firm manages approximately $132.7 million for around 581 clients and offers active and dynamic investment strategies utilizing mutual funds, ETFs, and tactical reallocation.

Wealth management Long-term care insurance Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner
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Cameron R

PFS™, Series 66

Tullahoma, TN

Beam Wealth Advisors, Inc.

Cameron Ray is a financial advisor at Beam Wealth Advisors, Inc. with 26 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Beam Wealth Advisors since 2013. In addition to his advisory role, he is a partner at the CPA firm Ray & Gregory PC. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans with wealth management, financial planning, and portfolio management services, emphasizing asset allocation and portfolio construction based on Modern and Post-Modern Portfolio Theory and behavioral finance.

Private / alternative investments Concentrated stock management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Genesis B

Series 65

Manchester, TN

MCCAY WEALTH ADVISORY LLC

Genesis Botello is a financial advisor with MCCAY WEALTH ADVISORY LLC, holding a Series 65 designation and two years of industry experience. Prior to joining the firm, Botello has held various positions including roles in education and retail. MCCAY WEALTH ADVISORY LLC serves primarily individual clients, including high-net-worth households, providing investment advisory and financial planning services through a small team. The firm employs a range of strategies such as asset allocation, dollar-cost averaging, and both long- and short-term purchase approaches, tailoring advice to clients’ objectives, time horizons, and risk tolerances.

General estate planning guidance Annuities
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Hayden P

Series 65

Manchester, TN

MCCAY WEALTH ADVISORY LLC

Hayden Proffitt is a financial advisor at MCCAY WEALTH ADVISORY LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at Hospital Corporation of America and LBMC. Prior to his financial advisory career, he was associated with Freed Hartman University and Willowbrook Golf Club. MCCAY WEALTH ADVISORY LLC serves primarily individual and high-net-worth clients through a team of five advisors, providing investment advisory and financial planning services. The firm employs various portfolio management strategies tailored to clients’ objectives, time horizons, and risk tolerances, and offers ongoing coordination with tax professionals and educational seminars.

General estate planning guidance Annuities
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