H. L. ORMOND & COMPANY, LLC
CRD #313593 SEC #801-120841 GREENVILLE, NC (252) 756-4010
SEC Registered
Total AUM
$359.7M
Discretionary
$345M
Employees
3
Clients
--
Accounts
1,167
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $359.7M | $345M | $14.8M | 3 | 2 |
| Mar 2024 | $316.7M | $304.3M | $12.5M | 3 | 2 |
| Mar 2023 | $274.5M | $262.7M | $11.8M | 4 | 2 |
| Mar 2022 | $336.7M | $330M | $6.7M | 4 | 0 |
| Aug 2021 | $317M | $317M | $0 | 4 | 0 |
| Jul 2021 | $0 | $0 | $0 | 4 | 0 |
| Jun 2021 | $0 | $0 | $0 | 4 | 0 |
| Jun 2021 | $0 | $0 | $0 | 4 | 0 |
| Apr 2021 | $0 | $0 | $0 | 4 | 0 |
| Apr 2021 | $0 | $0 | $0 | 4 | 0 |
| Apr 2021 | $0 | $0 | $0 | 4 | 0 |
| Mar 2021 | $0 | $0 | $0 | 4 | 0 |
| Mar 2021 | $0 | $0 | $0 | 4 | 0 |
DateMar 2025
Total AUM$359.7M
Discretionary$345M
Non-Disc.$14.8M
Employees3
Clients2
DateMar 2024
Total AUM$316.7M
Discretionary$304.3M
Non-Disc.$12.5M
Employees3
Clients2
DateMar 2023
Total AUM$274.5M
Discretionary$262.7M
Non-Disc.$11.8M
Employees4
Clients2
DateMar 2022
Total AUM$336.7M
Discretionary$330M
Non-Disc.$6.7M
Employees4
Clients0
DateAug 2021
Total AUM$317M
Discretionary$317M
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0