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SALOMON AND LUDWIN
Legal name: SALOMON AND LUDWIN, LLC
CRD 292456File 801-112494
APPROVED
Retail clients
Custody
Filing as of Jul 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.34B
Above cohort median (national)
Discretionary AUM
$1.34B
Clients
459
1,602 accounts
Employees
12
Top 25% of cohort in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Feb 22, 2018
- Principal office
- 1401 GASKINS ROAD, RICHMOND, VA, 23238
- Phone
- 804-592-4999
- Website
- HTTP://SALOMONLUDWIN.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.34B
- Discretionary AUM
- $1.34B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,602
- Non-discretionary accounts
- 0
- Total accounts
- 1,602
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | Fewer than 5 | $23.9M |
| High net worth individuals | 263 | $1.25B |
| State or municipal government entities | Fewer than 5 | Not reported |
| Individuals (other than high net worth individuals) | 196 | $62.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 11 | 12 | increased by1 |
| Mar 1, 2026 | Clients | 439 | 459 | increased by20 |
| Mar 1, 2026 | AUM | $1,227,068,596 | $1,337,497,420 | increased by$110,428,824 |
| Mar 1, 2026 | Accounts | 1,773 | 1,602 | decreased by171 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,314 | 439 | decreased by875 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,074,384,174 | $1,227,068,596 | increased by$152,684,422 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,314 | 1,773 | increased by459 |
| Mar 1, 2022 | Employees | 10 | 11 | increased by1 |
| Mar 1, 2022 | Clients | 614 | 1,314 | increased by700 |
| Mar 1, 2022 | AUM | $1,069,403,560 | $1,074,384,174 | increased by$4,980,614 |
| Mar 1, 2022 | Accounts | 2,242 | 1,314 | decreased by928 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SALOMON LUDWIN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SALOMON LUDWIN” may also match similarly-named firms). Confirm identity against each filing.
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.