REDMOND ASSET MANAGEMENT, LLC
Adviser information for REDMOND ASSET MANAGEMENT, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Virginia, United States |
Employees
Total Number of Employees | 4 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 363 | $359.9M |
Non-Discretionary | 27 | $18.6M |
Total | 390 | $378.5M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 96 | $29.1M |
HNW Individuals | 66 | $259.8M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $6.2M |
Charitable organizations | <5 | $4.3M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | <5 | $53.3M |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $25.8M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 11-25 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSUBSCRIPTION TO MODEL PORTFOLIO |
---|---|
Compensation | % of AUMSUBSCRIPTION FEE FOR MODEL PORTFOLIO |
Principal Office
410 NORTH RIDGE ROADSUITE 100
HENRICO
VA
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 804-288-6080, Fax: 804-288-6082
Chief Compliance Officer
ANITA M. LAVIN
CHIEF OPERATING OFFICER
410 NORTH RIDGE ROAD
SUITE 100
HENRICO
VA
United States
Tel:
8042886080
Fax:
8042886082
N***@*************************M
(Full email address available in API data)
Regulatory Contact
R. SCOTT REDMOND
MANAGING MEMBER
410 NORTH RIDGE ROAD
SUITE 100
HENRICO
VA
United States
Tel:
804-288-6080
Fax:
804-288-6082
S****@*************************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
REDMOND, ROBERT, SCOTT | Individual | – | MANAGING MEMBER | 11/2005 | > 75% |
KIRKLAND, JEREMY, BRIAN | Individual | – | MEMBER | 01/2014 | 10-25% |
LAVIN, ANITA, MARIE | Individual | – | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | 09/2017 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 9th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
3M CO | COM | 1M | 12K | 0 |
ACCENTURE PLC IRELAND | SHS CLASS A | 1M | 5K | 0 |
ADEIA INC | COM | 2M | 192K | 0 |
ALIGN TECHNOLOGY INC | COM | 866K | 4K | 0 |
ALPHABET INC | CAP STK CL A | 7M | 41K | 0 |
ALPHABET INC | CAP STK CL C | 3M | 14K | 0 |
AMAZON COM INC | COM | 5M | 28K | 0 |
AMBARELLA INC | SHS | 1M | 20K | 0 |
AMERESCO INC | CL A | 394K | 14K | 0 |
APPLE INC | COM | 2M | 9K | 0 |
APPLIED MATLS INC | COM | 2M | 7K | 0 |
APTARGROUP INC | COM | 210K | 1K | 0 |
ARES CAPITAL CORP | COM | 405K | 19K | 0 |
ARTESIAN RES CORP | CL A | 349K | 10K | 0 |
AUTODESK INC | COM | 3M | 10K | 0 |
AZEK CO INC | CL A | 2M | 53K | 0 |
BADGER METER INC | COM | 2M | 11K | 0 |
BECTON DICKINSON & CO | COM | 753K | 3K | 0 |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 7M | 17K | 0 |
BIT DIGITAL INC | SHS | 792K | 249K | 0 |
BLACKBAUD INC | COM | 4M | 52K | 0 |
BLACKLINE INC | COM | 2M | 50K | 0 |
BLACKROCK INC | COM | 1M | 2K | 0 |
BLACKSTONE INC | COM | 2M | 14K | 0 |
BOEING CO | COM | 1M | 8K | 0 |
BOOKING HOLDINGS INC | COM | 3M | 698 | 0 |
BRIACELL THERAPEUTICS CORP | COM | 131K | 115K | 0 |
BRIACELL THERAPEUTICS CORP | *W EXP 02/24/202 | 17K | 75K | 0 |
BRIGHTVIEW HLDGS INC | COM | 2M | 173K | 0 |
BROADCOM INC | COM | 2M | 1K | 0 |
BROOKFIELD INFRASTRUCTURE CO | COM SB VTG SHS A | 1M | 43K | 0 |
CANADIAN PACIFIC KANSAS CITY | COM | 2M | 31K | 0 |
CARMAX INC | COM | 4M | 55K | 0 |
CHEVRON CORP NEW | COM | 3M | 19K | 0 |
CHURCH & DWIGHT CO INC | COM | 434K | 4K | 0 |
CISCO SYS INC | COM | 2M | 46K | 0 |
CLEVELAND-CLIFFS INC NEW | COM | 897K | 58K | 0 |
CME GROUP INC | COM | 2M | 8K | 0 |
COCA COLA CO | COM | 310K | 5K | 0 |
COGENT COMMUNICATIONS HLDGS | COM NEW | 7M | 129K | 0 |
COHERENT CORP | COM | 3M | 39K | 0 |
COPART INC | COM | 5M | 100K | 0 |
COSTAR GROUP INC | COM | 1M | 17K | 0 |
CROWN CASTLE INC | COM | 1M | 14K | 0 |
DANAHER CORPORATION | COM | 2M | 7K | 0 |
DIGITAL RLTY TR INC | COM | 2M | 16K | 0 |
DOMINION ENERGY INC | COM | 3M | 56K | 0 |
DOW INC | COM | 2M | 38K | 0 |
ECOLAB INC | COM | 3M | 13K | 0 |
EMERSON ELEC CO | COM | 238K | 2K | 0 |
ENERGY RECOVERY INC | COM | 2M | 170K | 0 |
ESS TECH INC | COMMON STOCK | 146K | 179K | 0 |
EXXON MOBIL CORP | COM | 777K | 7K | 0 |
FASTENAL CO | COM | 3M | 53K | 0 |
FISERV INC | COM | 7M | 47K | 0 |
FORMFACTOR INC | COM | 1M | 19K | 0 |
FORTIVE CORP | COM | 945K | 13K | 0 |
FRANKLIN ELEC INC | COM | 1M | 12K | 0 |
GLOBAL MED REIT INC | COM NEW | 2M | 260K | 0 |
GLOBAL WTR RES INC | COM | 546K | 45K | 0 |
HAGERTY INC | CL A COM | 639K | 61K | 0 |
HEALTHCARE SVCS GROUP INC | COM | 2M | 174K | 0 |
HEXCEL CORP NEW | COM | 2M | 36K | 0 |
ICON PLC | SHS | 2M | 5K | 0 |
INSULET CORP | COM | 4M | 22K | 0 |
INTEL CORP | COM | 297K | 10K | 0 |
INTERNATIONAL BUSINESS MACHS | COM | 2M | 10K | 0 |
INTUIT | COM | 5M | 7K | 0 |
INTUITIVE SURGICAL INC | COM NEW | 2M | 5K | 0 |
ISHARES TR | CORE S&P SCP ETF | 202K | 2K | 0 |
ISHARES TR | CORE S&P500 ETF | 723K | 1K | 0 |
ISHARES TR | RUS 1000 GRW ETF | 620K | 2K | 0 |
ISHARES TR | CONSER ALLOC ETF | 298K | 8K | 0 |
J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 3M | 46K | 0 |
JOHN BEAN TECHNOLOGIES CORP | COM | 782K | 8K | 0 |
JOHNSON & JOHNSON | COM | 5M | 35K | 0 |
JPMORGAN CHASE & CO. | COM | 9M | 43K | 0 |
KINDER MORGAN INC DEL | COM | 3M | 132K | 0 |
KNIGHT-SWIFT TRANSN HLDGS IN | CL A | 2M | 47K | 0 |
LANTERN PHARMA INC | COM | 185K | 40K | 0 |
LEAR CORP | COM NEW | 418K | 4K | 0 |
LEGACY HOUSING CORP | COM | 2M | 87K | 0 |
LIVEONE INC | COM | 529K | 337K | 0 |
LOCKHEED MARTIN CORP | COM | 2M | 3K | 0 |
LOWES COS INC | COM | 444K | 2K | 0 |
MARKEL GROUP INC | COM | 8M | 5K | 0 |
MASTERCARD INCORPORATED | CL A | 3M | 7K | 0 |
MCDONALDS CORP | COM | 285K | 1K | 0 |
MEDPACE HLDGS INC | COM | 1M | 3K | 0 |
MEDTRONIC PLC | SHS | 510K | 6K | 0 |
MERCK & CO INC | COM | 1M | 10K | 0 |
META PLATFORMS INC | CL A | 2M | 5K | 0 |
MICROSOFT CORP | COM | 5M | 11K | 0 |
MOODYS CORP | COM | 1M | 3K | 0 |
MORNINGSTAR INC | COM | 2M | 8K | 0 |
NAPCO SEC TECHNOLOGIES INC | COM | 6M | 122K | 0 |
NORFOLK SOUTHN CORP | COM | 335K | 2K | 0 |
NORWEGIAN CRUISE LINE HLDG L | SHS | 345K | 18K | 0 |
NOVO-NORDISK A S | ADR | 575K | 4K | 0 |
NVR INC | COM | 949K | 125 | 0 |
NXP SEMICONDUCTORS N V | COM | 2M | 7K | 0 |
OMNICELL COM | COM | 481K | 18K | 0 |
PAR TECHNOLOGY CORP | COM | 4M | 76K | 0 |
PAYCHEX INC | COM | 1M | 11K | 0 |
PEPSICO INC | COM | 3M | 16K | 0 |
PNC FINL SVCS GROUP INC | COM | 273K | 2K | 0 |
PPG INDS INC | COM | 297K | 2K | 0 |
PROCTER AND GAMBLE CO | COM | 1M | 7K | 0 |
PROGYNY INC | COM | 644K | 23K | 0 |
RLI CORP | COM | 1M | 9K | 0 |
ROCKY MTN CHOCOLATE FACTORY | COM | 24K | 11K | 0 |
ROYCE SMALL CAP TRUST INC | COM | 259K | 18K | 0 |
SALESFORCE INC | COM | 2M | 6K | 0 |
SCHWAB CHARLES CORP | COM | 8M | 107K | 0 |
SERVICENOW INC | COM | 2M | 2K | 0 |
SILICON LABORATORIES INC | COM | 1M | 12K | 0 |
SIMON PPTY GROUP INC NEW | COM | 3M | 17K | 0 |
SIMULATIONS PLUS INC | COM | 961K | 20K | 0 |
SITEONE LANDSCAPE SUPPLY INC | COM | 969K | 8K | 0 |
SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 276K | 7K | 0 |
SPDR S&P 500 ETF TR | TR UNIT | 319K | 586 | 0 |
STARBUCKS CORP | COM | 913K | 12K | 0 |
T-MOBILE US INC | COM | 2M | 11K | 0 |
TESLA INC | COM | 1M | 5K | 0 |
TEXAS INSTRS INC | COM | 5M | 27K | 0 |
TRACTOR SUPPLY CO | COM | 3M | 12K | 0 |
TRIMAS CORP | COM NEW | 2M | 60K | 0 |
TRUPANION INC | COM | 1M | 47K | 0 |
TYLER TECHNOLOGIES INC | COM | 2M | 4K | 0 |
UNILEVER PLC | SPON ADR NEW | 3M | 54K | 0 |
UNION PAC CORP | COM | 261K | 1K | 0 |
UNITED PARCEL SERVICE INC | CL B | 2M | 16K | 0 |
US BANCORP DEL | COM NEW | 1M | 37K | 0 |
VANGUARD INDEX FDS | VALUE ETF | 242K | 2K | 0 |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 207K | 414 | 0 |
VANGUARD INDEX FDS | LARGE CAP ETF | 287K | 1K | 0 |
VANGUARD INDEX FDS | MCAP GR IDXVIP | 287K | 1K | 0 |
VANGUARD INDEX FDS | MCAP VL IDXVIP | 205K | 1K | 0 |
VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 770K | 7K | 0 |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 224K | 5K | 0 |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 432K | 9K | 0 |
VERALTO CORP | COM SHS | 2M | 17K | 0 |
VERISK ANALYTICS INC | COM | 2M | 9K | 0 |
VERIZON COMMUNICATIONS INC | COM | 1M | 36K | 0 |
VISA INC | COM CL A | 5M | 18K | 0 |
VISTA GOLD CORP | COM NEW | 445K | 957K | 0 |
WATSCO INC | COM | 7M | 16K | 0 |
WATTS WATER TECHNOLOGIES INC | CL A | 506K | 3K | 0 |
WILLSCOT MOBIL MINI HLDNG CO | COM CL A | 1M | 31K | 0 |
WISDOMTREE TR | US MIDCAP DIVID | 447K | 10K | 0 |
WISDOMTREE TR | US S CAP QTY DIV | 248K | 5K | 0 |
XPEL INC | COM | 1M | 30K | 0 |
XPO INC | COM | 10M | 98K | 0 |
XYLEM INC | COM | 4M | 28K | 0 |
ZOETIS INC | CL A | 213K | 1K | 0 |