Tudor Financial, Inc.

EST. AUM
$256,320,962

CONTACTS

CLIENT ACCOUNTS
708

Firm Details

Metro area Cincinnati
CRD Number 121495
Website tudorfinancial.com
Client types

Overview

Tudor Financial, Inc. is an independent, SEC-registered investment adviser (RIA) headquartered in Dayton, Ohio. Established in 1992 and led today by its core leadership team including senior executives Grant Donaldson and Drew Alan Brazie, the boutique private wealth practice operates under an absolute 100% fiduciary mandate of care. The firm delivers comprehensive life-milestone cash-flow forecasting, legacy estate coordination, and custom ongoing asset tracking for individual retail accounts, affluent families, and corporate retirement setups across more than 30 states. A core hallmark of the practice is its RetirementTrack 401(k) Management Services, which actively guides retirement savers using a custom inside-out asset allocation ranking tool. Tudor Financial avoids traditional speculative market timing, framing its strategy around a robust multi-layer risk insulation configuration. This model handles sudden market stress via automated Volatility Risk profiling and a tactical Phased Reallocation framework, structuring diversified, tax-aware portfolios consisting of individual equities (via their signature high-quality Legacy Growth Strategy), institutional no-load mutual funds, and liquid exchange-traded funds (ETFs).

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Tudor Financial, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company