# H. L. Ormond & Company

H. L. Ormond & Company is a Bank / Wealth / Trust based in Greenville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Greenville, United States
- **Region:** North America
- **Address:** Greenville, NC, United States
- **Founded:** 2010
- **Assets under management:** Undisclosed
- **Website:** hlormond.com

## Regulatory record

- **CRD number:** 313593
- **SEC file number:** 801-120841
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/313593

## About

H. L. Ormond & Company was established in 2010 as a registered investment adviser based in Greenville, North Carolina. The firm provides portfolio management, retirement planning, and investment advisory services to individuals, high-net-worth families, trusts, and local businesses. Its practice centers on eastern North Carolina, where relationship-driven wealth management remains the dominant service model. The firm advises clients across publicly traded equities, fixed income, and pooled investment vehicles. It typically constructs portfolios using a combination of individual securities and third-party mutual funds or ETFs. Rather than a single strategy, the adviser tailors allocations to each client's objectives, with standard retirement and taxable account management alongside trust services. Direct deal or alternative investment activity does not appear in its public disclosures, consistent with the profile of a regional RIA serving traditional mass-affluent and high-net-worth households. The firm operates from a single office in Greenville. Headcount is not disclosed, but firms of this type and location commonly run with a lean team of fewer than ten professionals. The shop does not advertise external investment vehicles, institutional separate accounts, or co-investment programs. Its regulatory filings as a registered investment adviser confirm a straightforward fiduciary advisory model. H. L. Ormond's most significant structural feature is its independence. It is not part of an aggregator roll-up, a bank wealth management division, or a wirehouse affiliation. That independence gives the founder full discretion over investment policy and client relationships, a model that attracts clients seeking continuity and direct access to the decision-maker rather than institutional platform breadth.

## People

- H. L. Ormond — Founder

## Questions

### Does the firm invest in private markets, alternatives, or direct deals?

Public disclosures do not indicate private market or direct deal activity. The firm's investment approach centers on traditional asset classes — equities, fixed income, and pooled vehicles — applied to individually managed accounts. Private equity, venture capital, and direct real estate are not listed among its advisory services.

### What is the firm's geographic focus?

The firm is headquartered in Greenville, North Carolina, and its client base is concentrated in eastern North Carolina. There are no additional offices or indications of a multi-state client footprint in its public filings. This is a regional practice serving a local community.

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Last updated: 2026-06-03T20:00:00.000Z

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