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Richard Ashburn Investment Counsel, Inc. (La Jolla)


Richard Ashburn Investment Counsel, Inc. is an adviser based in La Jolla. It manages $8.98 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of California.

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Richard Ashburn Investment Counsel provides financial planning services, portfolio management for individuals and small businesses, 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.

Richard Ashburn Investment Counsel: assets under management

The assets under management (AUM) of Richard Ashburn Investment Counsel, Inc. is $8.98 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 $8.98 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $498.61 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Richard Ashburn Investment Counsel, Inc. 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 La Jolla

The principal office where Richard Ashburn Investment Counsel, Inc. performs its advisory services is located at 1224 Prospect Street, La Jolla, CA 92037, 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 858-454-3220 or by fax 858-777-3654. The normal business hours are 9:00a.m.-5:00p.m. on Monday - Friday. You can find more information about the New York firm at www.familypartners.com.


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