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H. L. ORMOND & COMPANY, LLC

GREENVILLE, NC · CRD 313593 · IAPD ↗ · hlormond.com · (252) 756-4010

$401.4MRegulatory AUM
4Advisory reps
7Employees
1Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — H. L. ORMOND & COMPANY, LLC notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2026 — H. L. ORMOND & COMPANY, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
June 2026 — H. L. ORMOND & COMPANY, LLC grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
78
June 2026 — H. L. ORMOND & COMPANY, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.