SourcingSourcing

REDMOND ASSET MANAGEMENT, LLC

B51
CRD 138706·SEC 801-65154·HENRICO, VA
AUM
$537.2M
$500M-$1B
Est. Revenue
$5.4M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
REDMOND ASSET MANAGEMENT, LLC
CRD
138706
SEC file #
801-65154
EIN
830452274
DBA names
—

Economics

AUM
$537.2M
AUM band
$500M-$1B
AUM trajectory
'20'26
$277.9M → $537.2M▲ +93%
Client mix
Individuals Other178
Individuals High Net Worth114
Charitable Organizations6

Operations

Employees (total)
6
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
4 advisors → 2 advisors▼ -50%
Primary office
HENRICO VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
redmondassetmanagement.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
REDMOND, ROBERT, SCOTT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
REDMOND, ROBERT, SCOTT
KIRKLAND, JEREMY, BRIAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
REDMONDASSETMANAGEMENT.COM
Rdap Domain Creation Date
2005-12-16T01:58:12Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
Rdap Registrar
Register.com - Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
6
Form 5500 Total Compensation
42,816
Form 5500 Compensation Trajectory 3y
202542,816
20240
Form 5500 Plan Count Trajectory 3y
20241
20251
Schedule C Total Compensation
42,816
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001567890
Edgar Registered
Yes
Edgar Filing Count
59
Edgar First Filing Date
2013-02-06
Edgar Last Filing Date
2026-05-06
Edgar 13f Count
57
Edgar 13f Latest AUM Estimate
Filing Date2026-05-06
Accession0001567890-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
Pershing4
E*trade4
Fidelity2
Northern Trust2
Edgar Addresses
Mailing
410 NORTH RIDGE ROADSUITE 100HENRICO, VA 23229
Business
410 NORTH RIDGE ROADSUITE 100HENRICO, VA 23229
Edgar EIN
830452274
Edgar Recent Filings
13F-HR2026-05-06 · 0001567890-26-000002
13F-HR2026-02-09 · 0001567890-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-12-16T01:58:12Z
Rdap Domain Last Changed
2025-03-23T13:41:30Z
Rdap Nameservers
Ns12.wixdns.netNs13.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
3064485
Trust Company Affiliate
No

People (3)

3
REDMOND, ROBERT, SCOTT
IAR · Direct Owner · 87.5%
3064485
KIRKLAND, JEREMY, BRIAN
IAR · Direct Owner · 17.5%
5139278
LAVIN, ANITA, MARIE
Executive Officer · 2.5%
2382389