|
⚲
|
| Keyboard |
| Redmond Asset Management LLC
✚
|
|
|---|---|
| CRD # | 138706 |
| SEC # | 801-65154 |
| CIK # | 0001567890 |
| AUM | 537.2 M (2026-04-01) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 804-288-6080 |
| Address | 410 North Ridge Road Henrico, VA 23229 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001567890 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Amazon Com Inc | 5.0 | ||
| Ecolab Inc | 4.9 | ||
| Napco Security Technologies Inc | 4.7 | ||
| Omnicell Inc | 4.7 | ||
| Fastenal Co | 4.5 | ||
| Chevron Corp | 4.4 | ||
| Insulet Corp | 4.3 | ||
| CME Group Inc | 4.2 | ||
| Apple Inc | 4.1 | ||
| Texas Instruments Inc | 4.0 | ||
| Xylem Inc | 3.9 | ||
| Caterpillar Inc | 3.8 | ||
| Intercontinentalexchange Group Inc | 3.6 | ||
| Zebra Technologies Corp | 3.5 | ||
| Cisco Systems Inc | 3.5 | ||
| Intuit Inc | 3.2 | ||
| United Parcel Service Inc | 3.1 | ||
| Mastercard Inc | 3.0 | ||
| Copart Inc | 2.9 | ||
| Prev | Page 1 | Next | |||
| 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 |
|---|---|---|
|
Access Wealth Planning LLC
✚
|
NJ | 539.1 M |
|
Buska Wealth Management LLC
✚
|
WI | 538.7 M |
|
Morris Financial Concepts Inc
✚
|
SC | 538.4 M |
|
Arkfeld Wealth Strategies LLC
✚
|
NE | 538.0 M |
|
Weaver Capital Management LLC
✚
|
GA | 537.8 M |
|
Rareview Capital LLC
✚
|
NV | 537.5 M |
|
Hinds Financial Group Inc
✚
|
CO | 536.9 M |
|
Novapoint Capital LLC
✚
|
GA | 536.2 M |
|
JGHendricks Financial Services LLC
✚
|
IL | 536.1 M |
|
Litvak Wealth LLC
✚
|
CT | 536.1 M |