Redmond Asset Management, Llc
- Regulatory AUM
- $537M
- Discretionary
- $508M
- Clients
- 298
- Avg AUM / client
- $1.8M
- Accounts
- 728
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 178 | $58.6M | 10.9% |
| High net worth individuals | 114 | $374M | 69.7% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.0M | 0.55% |
| Charitable organizations | 6 | $14.7M | 2.74% |
| Insurance companies | Fewer than 5 clients | $57.1M | 10.6% |
| Corporations and other businesses | Fewer than 5 clients | $29.4M | 5.47% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| J. W. Jones Lumber Company, Inc. Plan J. W. Jones Lumber Company, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Scott Redmond | Managing Member | CFA | Nov 2005 (21y) | 75% or more |
| Jeremy Brian Kirkland | Member | CFA | Mar 2011 (15y) | 10% – 25% |
| Lavin, Anita, Marie | Chief Compliance Officer And Chief Operating Officer | Sep 2017 (9y) | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| J. W. Jones Lumber Company, Inc. Plan | J. W. Jones Lumber Company, Inc. | 110 | $5.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $229M (43% of AUM) Apr 2026
- Pershing $130M (24% of AUM) Apr 2026
- National Financial Services (Fidelity) $115M (21% of AUM) Apr 2026
- Northern Trust $57.1M (11% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗