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Managing Member / President & Chief Investment Officer · H. L. Ormond & Company, LLC

Herbert L. Ormond

CRD 1526791 · Named on Form ADV at one SEC-registered adviser

At a glance

H. L. Ormond & Company, LLC, an SEC-registered wealth manager based in Greenville, NC with $401 million in regulatory assets, lists Herbert L. Ormond on its Form ADV as Managing Member / President & Chief Investment Officer, a control person.

Firms and roles

  • H. L. Ormond & Company, LLCManaging Member / President & Chief Investment OfficerWealth manager · Greenville, NC · $401M in regulatory assets

AtlasMembers

Herbert’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Sharon R. DewOffice Administrator and Client Service Associate / Chief Compliance Officer, H. L. Ormond & Company, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Herbert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.