Redmond Asset Management LLC

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Assets, Funds, Holdings

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Redmond Asset Management LLC
CRD #138706
SEC #801-65154
CIK #0001567890
AUM $378.5 MM (2024-03-28)
Employees 4 (50% Investors, 0% Brokers)
Phone804-288-6080
Address410 North Ridge Road
Henrico, VA 23229
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
4503602701809002005201120182025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
XPO 5,570.3 10.5
JPM 340,169.2 8.7
MKL 17,609.0 8.4
SCHW 121,688.8 7.9
WSO 9,288.7 7.4
GOOGL 1,475,138.5 7.4
CCOI 2,911.6 7.3
FI 7.0
NSSC 756.3 6.3
AMZN 1,092,997.8 5.5
View All
Holdings by Sector ($MM)
50040030020010002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 96 29.1
(b) Individuals (high net worth individuals) 66 259.8
(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 6.2
(h) Charitable organizations 0 4.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 53.3
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 25.8
(n) Other 0 0.0
Total 390 378.5
By Discretionary
Discretionary 363 359.9
Non-Discretionary 27 18.6
Total 390 378.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 378.5
Total 390 378.5
EDGAR Form CIK 2011 - 2024
13F-HR [0001567890]
Comparable Firms State AUM ($BB)
Aspire Wealth Management Corporation
MA 0.4
Financial Life Focus LLC
PA 0.4
RAIN Capital Management LLC
OR 0.4
WealthEdge Investment Advisors LLC
NY 0.4
Essential Planning LLC
NH 0.4
Wealthvalues LLC
CA 0.4
van Leeuwen & Associates Inc
KY 0.4
Halter Ferguson Financial Inc
IN 0.4
Sageguard Financial Group LLC
TN 0.4
Searcy Financial Services Inc
KS 0.4
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