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Ashcar Advisors LLC (Hobe Sound)


Ashcar Advisors LLC is a large advisory firm based in Hobe Sound. It manages $150 million of regulatory assets for 49 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Florida.




Ashcar Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ashcar Advisors: assets under management

The assets under management (AUM) of Ashcar Advisors LLC is $150 million. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $130 million in discretionary accounts and $20 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.42 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.82 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ashcar Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Hobe Sound

The principal office where Ashcar Advisors LLC performs its advisory services is located at 6374 Se Mourning Dove Way, Hobe Sound, FL 33455, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 772 545 3177 or by fax NA. The normal business hours are 9am-5pm on Monday - Friday.


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