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H. L. ORMOND & COMPANY, LLC
CRD 313593 · SEC 801-120841
1001 CONFERENCE DRIVE, SUITE A, GREENVILLE, NC, 27858, United States
Phone
(252) 756-4010
Fax
(252) 756-4090
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$401.4M
Discretionary AUM
$383.8M
Team
7 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 179 | $54.3M |
| High net worth individuals | 98 | $306.4M |
| Corporations/business entities | 5 | $11.9M |
States served
CA, GA, NC, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD