# Ashdon Investment Management, LLC
Source: https://planprovider.pro/provider/ashdon-investment-management-llc

> Founded in 2007, Ashdon Investment Management, LLC works with retirement plan sponsors as a 3(21) fiduciary advisor and also provides wealth advisory service…

Retirement Plan Advisor

Tullahoma, TN

## 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/](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

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