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REDMOND ASSET MANAGEMENT, LLC
CRD 138706File 801-65154
APPROVED
Retail clients
Custody
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$537.2M
Above cohort median (national)
Discretionary AUM
$508.5M
Non-discretionary $28.8M
Clients
298
728 accounts
Employees
6
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Dec 21, 2005
- Principal office
- 410 NORTH RIDGE ROAD, SUITE 100, HENRICO, VA, 23229
- Phone
- 804-288-6080
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $537.2M
- Discretionary AUM
- $508.5M
- Non-discretionary AUM
- $28.8M
- Discretionary accounts
- 681
- Non-discretionary accounts
- 47
- Total accounts
- 728
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $29.4M |
| Insurance companies | Fewer than 5 | $57.1M |
| Charitable organizations | 6 | $14.7M |
| High net worth individuals | 114 | $374.5M |
| Pension and profit sharing plans | Fewer than 5 | $3.0M |
| Individuals (other than high net worth individuals) | 178 | $58.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

