About Ashdon Investment Management, LLC
<p>Founded in 2007, Ashdon Investment Management, LLC works with retirement plan sponsors as a 3(21) fiduciary advisor and also provides wealth advisory services. The firm is SEC-registered and reports $0.4B in AUM as of 2026.</p> <p>Headquartered in Tullahoma in Middle Tennessee (between Nashville and Chattanooga), Ashdon supports clients across the region from its office at 214 E Grundy St, Tullahoma, TN 37388. The practice works with both high-net-worth families and younger professionals who want a structured approach to investing and long-term planning.</p> <p>Services include investment management, financial planning, and legacy and wealth-preservation planning. For employer plans, the 3(21) role focuses on providing investment advice to plan fiduciaries while the sponsor keeps final decision-making authority, which can be a fit for committees that want guidance without fully outsourcing control.</p> <p>What sets Ashdon apart is its mix of retirement plan fiduciary support and individual wealth planning under one advisory practice. Phone: (931) 461-5733.</p> <ul> <li>3(21) fiduciary services for workplace retirement plans (<a href="/plan-advisors">plan advisors</a>)</li> <li>Investment policy and fund lineup guidance</li> <li>Customized investment management for individuals and families</li> <li>Financial planning and cash-flow strategy</li> <li>Wealth preservation and legacy planning</li> </ul>
Website: https://ashdon.com/
Founded: 2007
Office Locations
- Tullahoma, TN (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $402.7M