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Ashby, James David (Magnolia)


Ashby, James David is a large advisory firm based in Magnolia. It manages $29 million of regulatory assets for 304 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Arkansas.

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Ashby, James David provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Ashby, James David: assets under management

The assets under management (AUM) of Ashby, James David is $29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $95.39 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ashby, James David for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Magnolia

The principal office where Ashby, James David performs its advisory services is located at 202 S. Pine, Magnolia, AR 71753 The mailing address of the firm is P.O. Box 9304, Magnolia, AR 71754. An additional office of the firm is in El Dorado, AR. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 870-234-1618 or by fax 870-234-1618. The normal business hours are 8:30 a.m. to 5:00 p.m. on Other. You can find more information about the New York firm at www.mustardseedfinancial.com.


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