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Data / Investment advisers / Delaware / Ashford Capital Management Inc

Ashford Capital Management Inc, Wilmington, DE: $966 million AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Ashford Capital Management Inc is an SEC registered investment adviser with its main office in Wilmington, Delaware and reports $966 million in regulatory assets under management in its Form ADV filed July 28, 2026. Its clients include charitable organizations, high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 4 private funds.

The request: Watch Ashford Capital Management Inc (CRD number 110696): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

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Registration
SEC registered investment adviser
CRD number
110696
SEC file number
801-15054
SEC status
Approved, effective February 15, 1980
Main office
One Walkers Mill Road, Wilmington, DE 19807
Phone
(302) 655-1750
Website
ashfordcapital.com
Regulatory AUM
$965,833,061 in the Form ADV filed July 28, 2026
Discretionary AUM
$965,833,061
Accounts
95
Employees
14, of which 8 give investment advice
Form of organization
Corporation
Paid through
a percentage of assets under management, performance based fees
Private funds
4: 4 hedge funds
Gross assets of private funds
$219,204,317
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
July 28, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
Charitable organizations28$359.1 million
High net worth individuals51$276.2 million
Pooled investment vehicles6$265.3 million
Pension and profit sharing plansFewer than 5$58.6 million
Individuals (other than high net worth individuals)7$5.5 million
Corporations or other businessesFewer than 5$1.2 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
January 2, 2026$965.8 millionDecember 16, 2025
December 1, 2025$894.8 millionOctober 17, 2025

Other advisers in Wilmington

AdviserCityAUMPrivate fundsSource
Blackrock Capital Investment Advisors, LLCWilmington$66.93 billion162adviserinfo.sec.gov
Wilmington Trust Investment Advisors, Inc.Wilmington$17.83 billionNot listedadviserinfo.sec.gov
Wilmington Funds Management CorporationWilmington$16.08 billionNot listedadviserinfo.sec.gov
Dupont Capital ManagementWilmington$10.09 billion2adviserinfo.sec.gov
Diversified, LLCWilmington$2.79 billion1adviserinfo.sec.gov
Riversedge AdvisorsWilmington$928.4 millionNot listedadviserinfo.sec.gov
Affinity Wealth Management LLCWilmington$872.5 millionNot listedadviserinfo.sec.gov
Clariti Wealth AdvisorsWilmington$797.6 millionNot listedadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.