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H. L. Ormond & Company, LLC

● SEC registered since 2021CRD 313593SEC# 801-120841Greenville, NC
Export (members)
Reg. AUM
$359.7M
Employees
3
Accounts
1,167
Location
Greenville, NC

H. L. Ormond & Company, LLC assets under management

H. L. Ormond & Company, LLC is an investment advisory firm registered with the SEC based in Greenville, NC. The firm has been registered since 2021. It reports $359.7 million in regulatory assets under management and employs 3 people.

H. L. Ormond & Company, LLC owners & executives

2 reported
NameTitleOwnershipSince
Herbert Lyman Ormond ControlManaging Member / President & Chief Investment OfficerOver 75%2021
Sharon Rouse Dew ControlOffice Administrator And Client Service Associate / Chief Compliance OfficerUnder 5%2021

Frequently asked questions

How much does H. L. Ormond & Company, LLC manage?

H. L. Ormond & Company, LLC reports $359.7 million in regulatory assets under management on its Form ADV.

How many employees does H. L. Ormond & Company, LLC have?

H. L. Ormond & Company, LLC reports 3 employees.

Where is H. L. Ormond & Company, LLC located?

H. L. Ormond & Company, LLC is based in Greenville, NC and has been SEC-registered since 2021.

Does H. L. Ormond & Company, LLC disclose fund performance?

H. L. Ormond & Company, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1001 Conference Drive, Suite a, Greenville, NC 27858
Phone(252) 756-4010
Fax(252) 756-4090
Office hours8:30a.m. To 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$345M
Non-discretionary$14.8M
Total (RAUM)$359.7M