Firm profile

REDMOND ASSET MANAGEMENT, LLC

HENRICO, VACRD 138706Latest ADV April 1, 2026

Redmond Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Henrico, VA. Its latest Form ADV filing, dated April 1, 2026, reports $537M in regulatory assets under management, 6 employees, and 728 accounts.

Assets Under Management
$537M
Employees
6
Offices
--
Total Clients
298
Primary office
HENRICO, VA
410 NORTH RIDGE ROAD, SUITE 100, HENRICO, VA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOAnita M. Lavin
COOAnita M. Lavin

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 59.7% of total clients.
Top client categories% of clientsClients
1
Individuals
59.7%
178
2
HNWI
38.3%
114
3
Charitable
2.0%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Insurance companies<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$537Mas of April 1, 2026
Discretionary94.6%
$508M
95% of total RAUM94.6%
Non-discretionary5.4%
$29M
5% of total RAUM5.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$537M
Total Accounts728
10Y AUM Change+$266M (+98.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee50:1
10Y Employee Change+1 (+20.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.