RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
North Carolina
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 10, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DEW, SHARON, ROUSEIOFFICE ADMINISTRATOR AND CLIENT SERVICE ASSOCIATE / CHIEF COMPLIANCE OFFICERNA Control
DEW, SHARON, ROUSEIOFFICE ADMINISTRATOR AND CLIENT SERVICE ASSOCIATE / CHIEF COMPLIANCE OFFICERNA Control
DEW, SHARON, ROUSEIOFFICE ADMINISTRATOR AND CLIENT SERVICE ASSOCIATE / CHIEF COMPLIANCE OFFICERNA Control
DEW, SHARON, ROUSEIOFFICE ADMINISTRATOR AND CLIENT SERVICE ASSOCIATE / CHIEF COMPLIANCE OFFICERNA Control
DEW, SHARON, ROUSEIOFFICE ADMINISTRATOR AND CLIENT SERVICE ASSOCIATE / CHIEF COMPLIANCE OFFICERNA Control
DEW, SHARON, ROUSEIOFFICE ADMINISTRATOR AND CLIENT SERVICE ASSOCIATE / CHIEF COMPLIANCE OFFICERNA Control
DEW, SHARON, ROUSEIOFFICE ADMINISTRATOR AND CLIENT SERVICE ASSOCIATE / CHIEF COMPLIANCE OFFICERNA Control
DEW, SHARON, ROUSEIOFFICE ADMINISTRATOR AND CLIENT SERVICE ASSOCIATE / CHIEF COMPLIANCE OFFICERNA Control
DEW, SHARON, ROUSEIOFFICE ADMINISTRATOR AND CLIENT SERVICE ASSOCIATE / CHIEF COMPLIANCE OFFICERNA Control
DEW, SHARON, ROUSEIOFFICE ADMINISTRATOR AND CLIENT SERVICE ASSOCIATE / CHIEF COMPLIANCE OFFICERNA Control
DEW, SHARON, ROUSEIOFFICE ADMINISTRATOR AND CLIENT SERVICE ASSOCIATE / CHIEF COMPLIANCE OFFICERNA Control
DEW, SHARON, ROUSEIOFFICE ADMINISTRATOR AND CLIENT SERVICE ASSOCIATE / CHIEF COMPLIANCE OFFICERNA Control
ORMOND, HERBERT, LYMANIMANAGING MEMBER / PRESIDENT & CHIEF INVESTMENT OFFICERE Control
ORMOND, HERBERT, LYMANIMANAGING MEMBER / PRESIDENT & CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICERE Control
ORMOND, HERBERT, LYMANIMANAGING MEMBER / PRESIDENT & CHIEF INVESTMENT OFFICERE Control
ORMOND, HERBERT, LYMANIMANAGING MEMBER / PRESIDENT & CHIEF INVESTMENT OFFICERE Control
ORMOND, HERBERT, LYMANIMANAGING MEMBER / PRESIDENT & CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICERE Control
ORMOND, HERBERT, LYMANIMANAGING MEMBER / PRESIDENT & CHIEF INVESTMENT OFFICERE Control
ORMOND, HERBERT, LYMANIMANAGING MEMBER / PRESIDENT & CHIEF INVESTMENT OFFICERE Control
ORMOND, HERBERT, LYMANIMANAGING MEMBER / PRESIDENT & CHIEF INVESTMENT OFFICERE Control
ORMOND, HERBERT, LYMANIMANAGING MEMBER / PRESIDENT & CHIEF INVESTMENT OFFICERE Control
ORMOND, HERBERT, LYMANIMANAGING MEMBER / PRESIDENT & CHIEF INVESTMENT OFFICERE Control
ORMOND, HERBERT, LYMANIMANAGING MEMBER / PRESIDENT & CHIEF INVESTMENT OFFICERE Control
ORMOND, HERBERT, LYMANIMANAGING MEMBER / PRESIDENT & CHIEF INVESTMENT OFFICERE Control
ORMOND, HERBERT, LYMANIMANAGING MEMBER / PRESIDENT & CHIEF INVESTMENT OFFICERE Control
ORMOND, HERBERT, LYMANIMANAGING MEMBER / PRESIDENT & CHIEF INVESTMENT OFFICERE Control

Registrations

Federal

IA
Mar 10, 2025 REGISTERED

Notice Filings (7)

CA FL NC SC TN TX VA

Address

1001 CONFERENCE DRIVE
SUITE A
GREENVILLE, NC 27858
United States
Phone: (252) 756-4010