Tudor Financial, INC.

Financial planning in Dayton, OH

SEC registeredNo commissions reported

Call (937) 439-9292 Send a message Map ↗

Public-record details

Address: 8111 Timberlodge Trail, Dayton, OH 45458
Phone: (937) 439-9292
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
CRD number: 121495
Registration: SEC registered since 2020-05-14
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Educational seminars/workshops
Regulatory assets under management: $256.3 million
Accounts managed: 708
Clients reported (Form ADV 5.D): 435
Individual / high-net-worth clients: 357 / 74
Employees: 6
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-30

SEC registered investment adviser, CRD 121495, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 121495 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Dayton

Agora Investments5 North Williams Street · Dayton, OH 45402 · (937) 993-6729 · % of assets managedCRD 332032 · % of assets · $10.0 million AUMState registeredNo commissions reported Anderson Financial Strategies, LLC2500 Stratacache Tower, 40 N Main St. · Dayton, OH 45423 · (855) 237-4545 · Financial planningCRD 290343 · % of assets, Hourly charges, Fixed fees · $402.1 million AUMSEC registeredNo commissions reported Beacon Capital Management, INC.7777 Washington Village Drive, Suite 280 · Dayton, OH 45459 · (937) 439-9093 · % of assets managedCRD 120641 · % of assets · $4.3 billion AUMSEC registeredNo commissions reported Blake Schutter Theil Wealth Advisors, LLC7777 Washington Village Dr., Suite 120 · Dayton, OH 45459 · (937) 956-7875 · Financial planningCRD 292661 · % of assets, Hourly charges, Fixed fees · $459.5 million AUMSEC registeredNo commissions reported Borland Marker7001 Corporate Way · Dayton, OH 45459 · (937) 434-7736 · Financial planningCRD 328726 · % of assets, Hourly charges, Fixed fees · $98.0 million AUMState registeredNo commissions reported Demma-Novak Wealth Management261 Regency Ridge Drive · Dayton, OH 45459 · (937) 523-0029 · Financial planningCRD 172311 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reported Dover Partners INC476 Windsor Park Dr. · Dayton, OH 45459 · (937) 299-4105 · Flat / fixed feesCRD 105133 · % of assets, Fixed fees · $508.6 million AUMSEC registeredNo commissions reported Ehmli Investment Advisors LLC7026 Corporate Way, Suite 111 · Dayton, OH 45459 · (937) 312-9699 · Financial planningCRD 137273 · % of assets, Hourly charges, Fixed fees · $31.2 million AUMState registeredNo commissions reported

All 15 in Dayton →