RIA Intel›Advisers›Pennsylvania›ASHRAM CAPITAL LLC

ASHRAM CAPITAL LLC

Advisory

PA

Data as of Jul 24, 2026 · Source: SEC Form ADV

Rank in PA

#1,408

of 1,528 advisers by AUM

Average account

$155K

across 33 accounts

AUM per adviser

$5M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 24, 2026.

Total AUM

$5M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$5M

Discretionary AUM$5M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

12 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in PA

Closest by assets under management. All figures from Form ADV.

PW CAPITAL MANAGEMENT, LLC

$5M

WHARTON EQUITY CORPORATION

$5M

ARCHSTONE INVESTMENT MANAGEMENT

LAFAYETTE HILL, PA

$5M

PENN FIRST ADVISORS INC.

$5M

LYNCH, WINTON & ASSOCIATES, LLC

$5M

H.H. INVESTMENT COUNSEL, INC.

$5M

Get the full picture on ASHRAM CAPITAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ASHRAM CAPITAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans