Tudor Financial Inc.
Tudor Financial Inc. is an independent wealth and investment advisory firm headquartered in Dayton, Ohio, serving clients in over 30 states across the U.S. The firm was founded in 1992 and provides comprehensive financial planning and investment management services to individuals, families, and businesses. As a registered investment adviser, Tudor Financial Inc. employs around 6 professionals and offers personalized portfolio management, retirement planning, and consulting services to over 700 clients.
Investment Strategy
Tudor Financial Inc. provides tailored investment management and financial planning services. Its approach centers on constructing diversified portfolios using both strategic and tactical asset allocation, emphasizing risk management and capital preservation while seeking long-term growth. The firm offers portfolio management for individuals, small businesses, and institutional clients, using a client-driven process that adapts to changing financial markets and client needs.
Top Holdings
Equity Positions (134)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 5.10% | $9.0M | 15,856 | $527.67 | $568.03 | +$531.8K |
D DIA | SPDR DOW JONES INDL AVERAGE | 4.78% | $8.4M | 19,159 | $423.28 | $440.65 | +$469.9K |
I IWB | ISHARES TR | 4.65% | $8.2M | 24,188 | $314.39 | $339.57 | +$569.8K |
H HYG | ISHARES TR | 4.48% | $7.9M | 98,019 | $80.30 | $80.65 | +$227.8K |
S SCHD | SCHWAB STRATEGIC TR | 3.74% | $6.6M | 248,853 | $28.16 | $26.50 | -$360.3K |