CRD: 138706
Redmond Asset Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Northern Trust · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-21-2005
- Office Locations
- 1
Office Locations
About Redmond Asset Management, LLC
Redmond Asset Management, LLC is a Henrico, VA registered investment adviser serving both individuals and institutions. The firm provides asset management alongside financial, estate, and insurance planning support, with portfolios built around strategic asset allocation using ETFs and other public funds plus fixed income. Works with major custodians such as Schwab and Fidelity, and its SMA mix is heavily ETF-based.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT SCOTT REDMOND
Managing Member, President
- CRD
- #3064485
- Ownership
- 75% or more
JEREMY BRIAN KIRKLAND
Partner, Secretary, TREASURER
- CRD
- #5139278
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $508,468,105 | $746,649 |
| Non-Discretionary | $28,761,145 | $611,939 |
| Total | $537,229,250 | $737,952 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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