Tudor Financial, Inc.

Overview

Tudor Financial, Inc. is an SEC registered investment adviser based in Dayton, OH, registered since 2012. It reports $256M in assets under management across 708 accounts, with 6 employees. It has 4 investment adviser representatives.

Reported AUM

$256M

Discretionary

100%

Accounts

708

Average account

$362K

Employees

6

Advisory reps

4

Registered since

2012

Jurisdictions

3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Grant Steven Donaldson President, Chief Compliance Officer CRD 1970214

Advisory reps 3 of 4

• Melvin Charles Brazie II Insurance Agent · Investment Adviser Rep CRD 29441
• Jessica Lynn Davis Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6260728
• Adam Michael Donaldson Investment Adviser Rep CRD 7291712

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

8111 Timberlodge Trl
Dayton, OH 45458

County

Montgomery

Metro area

Dayton-Kettering, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: tudorfinancial.com

Every state, with registration dates

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