AUMdb

Redmount Capital Partners Llc

State-registered Insurance-Affiliated · Boutique (under $100M) CRD 174198 · Newport Beach, CA · WWW.REDMOUNTCAPITAL.COM
☆ Save with Pro ADV data as of Jul 24, 2026
Regulatory AUM
$36.9M
Discretionary
$15.0M
Clients
32
Avg AUM / client
$1.2M
Accounts
47
Employees
3

AUM over time

$36.9M $39.0M
Feb 4, 2026 Jul 24, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jul 24, 2026

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 15 $5.9M 15.9%
High net worth individuals 13 $13.1M 35.6%
Pension and profit sharing plans 1 $210K 0.57%
Charitable organizations 1 $12.0M 32.7%
Corporations and other businesses 2 $5.6M 15.3%

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Armen A Grigorian Registered representative Jan 2015 (12y)
Curtis Edward Hollowell Registered representative Jan 2015 (12y)

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.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 02/04/2026 1.02 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
  • Hourly charges
  • Performance-based fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Pension consulting services

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have 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: Jul 24, 2026.

View current Form ADV (SEC/IAPD) ↗