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| Redmond Asset Management LLC
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|---|---|
| CRD # | 138706 |
| SEC # | 801-65154 |
| CIK # | 0001567890 |
| AUM | 537.2 M (2026-04-01) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 804-288-6080 |
| Address | 410 North Ridge Road Henrico, VA 23229 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 12.3 | ||
| J P Morgan Chase & Co | 12.1 | ||
| Watsco Inc | 11.1 | ||
| Markel Corp | 8.4 | ||
| Schwab Charles Corp | 8.0 | ||
| Microsoft Corp | 8.0 | ||
| Norfolk Southern Corp | 7.3 | ||
| Visa Inc | 6.8 | ||
| Express-1 Expedited Solutions Inc | 6.7 | ||
| Johnson & Johnson | 6.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 58.6 |
| (b) Individuals (high net worth individuals) | 114 | 374.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.0 |
| (h) Charitable organizations | 6 | 14.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 57.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 29.4 |
| (n) Other | 0 | 0.0 |
| Total | 728 | 537.2 |
| By Discretionary | ||
| Discretionary | 681 | 508.5 |
| Non-Discretionary | 47 | 28.8 |
| Total | 728 | 537.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 537.2 | |
| Total | 728 | 537.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001567890] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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NJ | 539.1 M |
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Morris Financial Concepts Inc
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SC | 538.4 M |
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Arkfeld Wealth Strategies LLC
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NE | 538.0 M |
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Weaver Capital Management LLC
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GA | 537.8 M |
|
Rareview Capital LLC
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NV | 537.5 M |
|
Hinds Financial Group Inc
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CO | 536.9 M |
|
Novapoint Capital LLC
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GA | 536.2 M |
|
JGHendricks Financial Services LLC
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IL | 536.1 M |
|
Litvak Wealth LLC
✚
|
CT | 536.1 M |