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Ashford Advisors, LLC

CIK:0001861158
Investment Adviser
$725M AUM
19 holdings
Pittsford, NY, US
Founded:2001
51 employees
ashfordadvisors.net
Latest filing:Jun 30, 2025

Ashford Advisors, LLC is a registered investment advisory firm headquartered in Pittsford, New York. Founded in 2001, the firm specializes in wealth management, financial planning, and portfolio management for high-net-worth individuals. As an affiliate of Guardian Life, Ashford Advisors leverages its deep industry experience and resources to provide holistic financial strategies and bespoke services to clients, focusing on long-term financial security and growth. The firm currently manages $725 million in assets across 216 client accounts, with a strong emphasis on high-net-worth clients. Ashford Advisors is comprised of a team of financial professionals dedicated to personalized wealth-building, asset protection, and retirement planning solutions.

Investment Strategy

Ashford Advisors, LLC employs a personalized, holistic approach to investment management focused on optimizing wealth building potential while protecting assets. Their strategy involves careful analysis of investment alternatives and risk, coupled with the use of innovative tools such as The Living Balance Sheet® to provide clients with a comprehensive view of their financial landscape. The firm emphasizes proactive planning, ongoing monitoring of legislative and market trends, and collaboration to help clients achieve their financial goals. Investment solutions are tailored to each client, balancing growth opportunities with prudent risk management and disciplines aimed at preserving principal.

Top Buys
I
IVVISHARES TR
+$18.5M
V
VTIVANGUARD INDEX FDS
+$4.9M
S
SCHXSCHWAB STRATEGIC TR
+$2.1M
S
SCHBSCHWAB STRATEGIC TR
+$1.7M
A
ACWIISHARES TR
+$1.6M
Top Sells
D
DIASPDR DOW JONES INDL AVERAGE
-$920.8K
M
MDYSPDR S&P MIDCAP 400 ETF TR
-$726.1K
I
IWFISHARES TR
-$465.8K
V
VOOVANGUARD INDEX FDS
-$332.9K
I
IWBISHARES TR
+$298.9K

Top Holdings

I
IVVISHARES TR
+57.2%$246.9M
V
VTIVANGUARD INDEX FDS
+11.6%$50.1M
F
FNDXSCHWAB STRATEGIC TR
+11.3%$48.6M
S
SCHXSCHWAB STRATEGIC TR
+8.0%$34.7M
S
SCHBSCHWAB STRATEGIC TR
+4.1%$17.8M

Equity Positions (19)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
I
IVV
ISHARES TR57.22%$246.9M397,692$388.79$620.90+$18.5M
V
VTI
VANGUARD INDEX FDS11.60%$50.1M164,727$209.92$303.93+$4.9M
F
FNDX
SCHWAB STRATEGIC TR11.27%$48.6M1,981,772$18.25$24.54+$1.3M
S
SCHX
SCHWAB STRATEGIC TR8.05%$34.7M1,421,169$15.21$24.44+$2.1M
S
SCHB
SCHWAB STRATEGIC TR4.12%$17.8M745,544$15.16$23.83+$1.7M

Industry Allocation