ASHFORD FINANCIAL GROUP LLC
ASHFORD FINANCIAL GROUP LLC is a registered legal entity registered in United States under 0805505630, and its current status with Texas Secretary of State — SOSDirect is active. The company was incorporated on 12 April 2024 and lists its registered address as CROWLEY, United States. 5 shareholders are on record for ASHFORD FINANCIAL GROUP LLC, and since every one of them is a company rather than an individual, this particular filing does not on its own establish an ultimate beneficial owner (UBO) — identifying one would mean tracing the ownership of each shareholding company in turn. This profile is sourced directly from Texas Secretary of State — SOSDirect and was last updated on 13 October 2026.
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Shareholders
5
Five shareholders are currently on record for ASHFORD FINANCIAL GROUP LLC, reflecting the stock ledger kept by the company under state corporate law (e.g. §219 of the Delaware General Corporation Law) rather than a public filing.
The largest of these is Vanguard Group Inc, holding 29.8% — the largest recorded stake — followed by Vanguard Total Stock Market Index Fund at 24.4%; the remaining 3 shareholders shown hold smaller stakes.
The register reports 17 shareholders in total, though only the top 5 by holding are shown in this view.
Because every shareholder shown is a company rather than an individual, the ownership chain continues above this level, and no beneficial owner can be established from this filing alone.
| Shareholder | Type | Holding | Source Document |
|---|---|---|---|
| Vanguard Group Inc | 29.8% | Texas Secretary of State — SOSDirect | |
| Vanguard Total Stock Market Index Fund | 24.4% | Texas Secretary of State — SOSDirect | |
| Renaissance Technologies, LLC | 13.3% | Texas Secretary of State — SOSDirect | |
| Osaic Holdings Inc | 8.5% | Texas Secretary of State — SOSDirect | |
| Blackrock Inc. | 6% | Texas Secretary of State — SOSDirect |
Officers
5
The Founder, Chairman Of The Board & Ceo of ASHFORD FINANCIAL GROUP LLC currently on record is Montgomery Jack Bennett Iv; five officers are currently on record for ASHFORD FINANCIAL GROUP LLC, filed with Texas Secretary of State — SOSDirect.
The register reports 9 officers in total, including past appointments, though only the 5 most relevant records are shown here.
Management authority at ASHFORD FINANCIAL GROUP LLC sits with these individuals, not with shareholders, who are covered separately and hold ownership rather than control.
The source filing doesn't specify representation authority — whether officers can act individually or must sign jointly to bind the company — so that detail isn't available here.
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Frequently Asked Questions
Who owns ASHFORD FINANCIAL GROUP LLC?
Five shareholders are currently on record for ASHFORD FINANCIAL GROUP LLC, reflecting the stock ledger kept by the company under state corporate law (e.g. §219 of the Delaware General Corporation Law) rather than a public filing. The largest of these is Vanguard Group Inc, holding 29.8% — the largest recorded stake — followed by Vanguard Total Stock Market Index Fund at 24.4%; the remaining 3 shareholders shown hold smaller stakes. Because every shareholder shown is a company rather than an individual, the ownership chain continues above this level, and no beneficial owner can be established from this filing alone.
Who is ASHFORD FINANCIAL GROUP LLC's UBO (Ultimate Beneficial Owner)?
Every shareholder recorded for ASHFORD FINANCIAL GROUP LLC is itself a company rather than a natural person, so no Ultimate Beneficial Owner (UBO) is identified at this level; establishing one would require tracing the ownership of each shareholding company in turn.
How many shareholders does ASHFORD FINANCIAL GROUP LLC have on record?
5 shareholders are shown on record for ASHFORD FINANCIAL GROUP LLC. The register reports 17 in total; only the top 5 by holding are shown here.
What is ASHFORD FINANCIAL GROUP LLC's company registration number?
ASHFORD FINANCIAL GROUP LLC's registration number is 0805505630, filed with Texas Secretary of State — SOSDirect in United States. Its current status on the register is active.
Is ASHFORD FINANCIAL GROUP LLC still an active company?
ASHFORD FINANCIAL GROUP LLC's status on Texas Secretary of State — SOSDirect is listed as active.
When was ASHFORD FINANCIAL GROUP LLC incorporated?
ASHFORD FINANCIAL GROUP LLC was incorporated on 12 April 2024, according to Texas Secretary of State — SOSDirect.
What is ASHFORD FINANCIAL GROUP LLC's registered address?
The registered address on file for ASHFORD FINANCIAL GROUP LLC is CROWLEY, United States.
Who are the officers/directors of ASHFORD FINANCIAL GROUP LLC?
The Founder, Chairman Of The Board & Ceo of ASHFORD FINANCIAL GROUP LLC currently on record is Montgomery Jack Bennett Iv; five officers are currently on record for ASHFORD FINANCIAL GROUP LLC, filed with Texas Secretary of State — SOSDirect. Management authority at ASHFORD FINANCIAL GROUP LLC sits with these individuals, not with shareholders, who are covered separately and hold ownership rather than control.
Can Zavia monitor changes to ASHFORD FINANCIAL GROUP LLC's ownership over time?
This profile reflects a point-in-time snapshot from Texas Secretary of State — SOSDirect. Zavia's monitoring API can track changes to ASHFORD FINANCIAL GROUP LLC's registered shareholders, officers, and group structure going forward, flagging updates as they're filed rather than requiring a manual recheck.
Can I access ASHFORD FINANCIAL GROUP LLC's data through an API?
Yes. Zavia's API connects directly to official government ownership registries across 195 countries and territories, including United States, so records like ASHFORD FINANCIAL GROUP LLC's registration, shareholder, UBO, and group-structure data can be queried programmatically instead of viewed one page at a time.
Where does this company information come from, and how current is it?
This record is sourced directly from Texas Secretary of State — SOSDirect and was last synced on 13 October 2026.