Ashdon Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ashdon Investment Management serves individuals, high‑net‑worth clients, trusts, estates, and charitable organizations by offering separate‑account portfolio management, investment consulting, and bespoke family office services. Its family office work can extend to cash‑flow planning, charitable giving, trust and estate administration, and coordination with other professional advisors.
The firm’s investment process combines fundamental analysis with asset‑allocation concepts derived from modern portfolio theory, and it conducts structured manager due diligence when recommending outside managers. Although Ashdon accepts discretionary authority on some accounts, it maintains the majority of client assets under non‑discretionary consulting arrangements where clients retain final trading authority.
Notable characteristics include a relatively small advisory team overseeing a sizable asset base across a limited client roster and a pronounced focus on institutional‑style consulting and customized family office solutions. Ashdon typically recommends a single custodian platform, receives non‑monetary services from that custodian, and discloses a formal referral arrangement with a third‑party introducer to prospective clients.
Client services
Expertise
Fee options
Consulting and Family Office Services fees are negotiable and may be fixed or asset-based; specific fees described in advisory agreement
1% annual fee paid quarterly in advance based on market value of portfolio on the first day of each calendar quarter
Account minimum: $100,000
Main office
214 East Grundy Street
Tullahoma TN 37388
Advisors at this office
2
Most active in
Tennessee · Texas
Also doing business as
Ashdon Investment Analysis And Research, LLC · Ashdon Investment Management, LLC · Nomadic Value Investment Partners
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
David P
Tullahoma, TN
Ashdon Investment Management, LLC
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)