H. L. Ormond & Company, LLC
● SEC registered since 2021CRD 313593SEC# 801-120841Greenville, NC
Reg. AUM
$401.4M
Employees
7
Accounts
1,199
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 $401.4 million in regulatory assets under management and employs 7 people.
H. L. Ormond & Company, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Herbert Lyman Ormond Control | Managing Member / President & Chief Investment Officer | Over 75% | 2021 |
| Sharon Rouse Dew Control | Office Administrator And Client Service Associate / Chief Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does H. L. Ormond & Company, LLC manage?
H. L. Ormond & Company, LLC reports $401.4 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 7 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
| Address | 1001 Conference Drive, Suite a, Greenville, NC 27858 |
| Phone | (252) 756-4010 |
| Fax | (252) 756-4090 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$401.4M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 54%
Larger than 46% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$401.4Mregulatory AUM
Discretionary $383.8MNon-discretionary $17.5M