Robert Redmond
Redmond Asset Management · Henrico, Virginia
Robert Redmond is a fee-only financial advisor at Redmond Asset Management in Henrico, Virginia, who holds the CFA credential. Redmond Asset Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Robert →
Facts
| Firm | Redmond Asset Management |
|---|---|
| Based in | Henrico, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $537.2M across 728 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in TX, VA · CRD 3064485 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.redmondassetmanagement.com |
| Profile |
How Robert's firm compares
- Redmond Asset Management's average account is about $738,000, from its Form ADV (assets managed divided by 728 accounts).
Request an introduction to Robert
Tell Robert a little about what you're looking for. Robert isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Robert
Is Robert Redmond a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Redmond Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert's firm, Redmond Asset Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Robert Redmond based?
Robert Redmond is based in Henrico, Virginia.
What credentials does Robert Redmond hold?
Robert Redmond holds the CFA credential.
Is Robert Redmond registered with the SEC?
Yes. Robert Redmond is registered as an investment adviser representative in TX and VA (CRD 3064485), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Redmond Asset Management manage?
Redmond Asset Management reports $537.2M across 728 accounts in assets under management.
How do I contact Robert Redmond?
Through Robert's website, www.redmondassetmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.