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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 typeClientsAUM
OtherFewer than 5$29.4M
Insurance companiesFewer than 5$57.1M
Charitable organizations6$14.7M
High net worth individuals114$374.5M
Pension and profit sharing plansFewer than 5$3.0M
Individuals (other than high net worth individuals)178$58.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.