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- Custodian
- Capital Group · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Vital
- Established Date
- 04-01-2021
- Office Locations
- 2
Office Locations
About H. L. Ormond & Company, LLC
H. L. Ormond & Company is a Greenville, NC–based advisory firm led by President & CIO Herb Ormond. The team delivers active asset allocation, money manager selection, ongoing portfolio monitoring, and trade execution alongside comprehensive financial planning. It serves retail clients such as retirees and business owners, building diversified portfolios that often use mutual funds and ETFs, with custody via Raymond James.
Team overview
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Owner & Executives
HERBERT LYMAN ORMOND III
Chief Investment Officer, Managing Member, President
- CRD
- #1526791
- Ownership
- 75% or more
SHARON ROUSE DEW
Chief Compliance Officer, Client Service Associate
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MICHELLE ANN COREY
Vice President
- CRD
- #2674014
LISA WOOTEN HARDEE
Senior Client Services Manager
- CRD
- #1593750
Ridge catalyst
Delta legacy prime
- CRD
- #17516
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $383,828,048 | $332,607 |
| Non-Discretionary | $17,548,642 | $389,970 |
| Total | $401,376,690 | $334,760 |
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Separately Managed Accounts
Total SMA Asset: $401,376,690
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $71,192,922 | 20.2% |
| Equity - Exchange | $133,222,399 | 37.8% |
| Cash | $148,024,888 | 42.0% |
| Total | $352,440,209 | 100.0% |
13F Holdings | Q3 2022
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH RIDGE | VALUE TIMBER | DS45R3I3K | CEBCB | 10.46% | $63,564,120 |
| HARBOR NORTH EMBER | VALUE ATLAS | 9K3QRVP2C | VZCD | 5.41% | $105,455,913 |
| SUMMIT OAK LEGACY | DELTA MATRIX | GHJ86QN4K | AIJ | 3.53% | $11,393,096 |
| CREST TIMBER CATALYST | LEGACY BRIDGE | XWI0XS000 | TIBK | 3.26% | $12,872,034 |
| ATLAS MERIDIAN RIDGE | FOUNDATION VERTEX | HSGX8QNMB | BOZR | 3.10% | $95,549,371 |
| PATHWAY MERIDIAN | QUANTUM HORIZON | I0YGZFNDE | MJUN | 8.71% | $13,128,574 |
| MOMENTUM ZENITH RADIAL | BRIDGE GLACIER | WJ2LZ6CZA | APKNL | 2.56% | $7,048,871 |
| UNISON CATALYST VERTEX | PEAK FUSION | 4LXQESJFC | IFI | 3.19% | $10,808,901 |