Ashford Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$79,640,486
Clients
76
Advisors
2
of 3 employees
About
Ashford Investment Advisors provides discretionary portfolio management and pension consulting to individuals, retirement and profit‑sharing plans, trusts, estates, and other organizations. Services include tailored asset‑allocation and written investment policy statements, plus participant education and workshops for plan participants under ERISA guidelines.
The firm uses both fundamental and technical analysis to construct portfolios that include equities, ETFs, mutual funds, fixed income, and cash equivalents, with ongoing monitoring and rebalancing. It may recommend third‑party registered sub‑advisers and employs strategies listed in its brochure—including long‑ and short‑term trades, short sales, covered options, and inverse funds that use derivatives and leverage—which can result in borrowing or derivative exposure in separately managed accounts.
Organized as Walsh Consulting Group, Inc. dba Ashford and owned through a holding company, the firm incorporates third‑party sub‑adviser arrangements into its management model. Compared with similarly sized supported advisers, Ashford is distinctive for combining formal pension plan services and participant education with the use of short‑selling, options, and derivative‑linked strategies in client accounts.
Client services
Expertise
Fee options
1.00% annually
Up to $500 per hour
Account minimum: $1,000,000
Main office
629 N Peninsula Drive
Daytona Beach FL 32118
Advisors at this office
3
Most active in
Florida · Louisiana · Texas
Also doing business as
Ashford Investment Advisors · Walsh Consulting Group Inc
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Michael W
Series 63
Daytona Beach, FL
Ashford Investment Advisors
Michael Walsh is a financial advisor at Ashford Investment Advisors with 27 years of industry experience. He holds a Series 63 designation and has been associated with Walsh Consulting Group, Inc. dba Ashford Investment Advisors since 1996. He also spent a year at Maridea Wealth Management LLC. Ashford Investment Advisors provides discretionary portfolio management and pension consulting to individuals, retirement and profit-sharing plans, trusts, estates, and other organizations. The firm uses both fundamental and technical analysis to build portfolios incorporating equities, ETFs, mutual funds, fixed income, and cash equivalents, and employs strategies such as short sales, covered options, and inverse funds that involve derivatives and leverage.
Thomas M
Series 63, Series 65
Daytona Beach, FL
Ashford Investment Advisors
Thomas Mcguire is a financial advisor at Ashford Investment Advisors with 22 years of industry experience. He holds Series 63 and 65 designations and has worked with Walsh Consulting Group, Inc. dba Ashford Investment Advisors since 2008. His previous experience includes Bert Reames Investment Advisors, Inc. Beginning in 2026, he will also be affiliated with Maridea Wealth Management LLC. Ashford Investment Advisors provides discretionary portfolio management and pension consulting services to individuals, retirement and profit-sharing plans, trusts, estates, and other organizations. The firm combines fundamental and technical analysis to manage portfolios with a range of investment strategies, including the use of derivatives and leverage, along with participant education and tailored asset-allocation guidance.
Kathleen D
Series 65
Daytona Beach, FL
Ashford Investment Advisors
Kathleen Dulko is a financial advisor at Ashford Investment Advisors with 10 years of industry experience. She holds a Series 65 designation and has worked at Walsh Consulting Group, Inc. dba Ashford Investment Advisors since 2016 and Maridea Wealth Management LLC since 2026. Prior to her advisory career, she served as Corporate Controller at Halifax Health, a community hospital in Daytona Beach, FL. Ashford Investment Advisors provides discretionary portfolio management and pension consulting to individuals, retirement plans, trusts, and other organizations. The firm combines fundamental and technical analysis to manage diversified portfolios and offers participant education under ERISA guidelines, employing strategies that include short sales, options, and derivative-linked instruments.
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