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| Happy Holidays!! thanks for using AUM13F!! |
| Redmond Asset Management LLC
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| CRD # | 138706 |
| SEC # | 801-65154 |
| CIK # | 0001567890 |
| AUM | $557.2 M (2025-03-31) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 804-288-6080 |
| Address | 410 North Ridge Road Henrico, VA 23229 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 11.9 | ||
| Microsoft Corp | 11.9 | ||
| Express-1 Expedited Solutions Inc | 9.9 | ||
| Markel Corp | 9.6 | ||
| Alphabet Inc | 8.8 | ||
| VISA Inc | 8.8 | ||
| Schwab Charles Corp | 8.7 | ||
| Johnson & Johnson | 8.3 | ||
| Fiserv Inc | 7.8 | ||
| Watsco Inc | 7.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 196 | 66.7 |
| (b) Individuals (high net worth individuals) | 111 | 384.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 5.8 |
| (h) Charitable organizations | 6 | 13.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 57.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 29.4 |
| (n) Other | 0 | 0.0 |
| Total | 749 | 557.2 |
| By Discretionary | ||
| Discretionary | 709 | 524.5 |
| Non-Discretionary | 40 | 32.7 |
| Total | 749 | 557.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 557.2 | |
| Total | 749 | 557.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001567890] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sunpointe LLC
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|
MO | 0.6 |
|
EQ Wealth Advisors LLC
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|
TX | 0.6 |
|
Cerro Pacific Wealth Advisors LLC
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|
CA | 0.6 |
|
Betterwealth LLC
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|
CA | 0.6 |
|
Thor Investment Management Inc
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|
OH | 0.6 |
|
Grand Jean Capital Management Inc
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|
CA | 0.6 |
|
Eagle Wealth Strategies LLC
✚
|
NJ | 0.6 |
|
Clare Market Investments LLC
✚
|
TX | 0.6 |
|
SK Wealth Management LLC
✚
|
RI | 0.6 |
|
The Ithaka Group LLC
✚
|
VA | 0.6 |