# PALLADIUM PARTNERS, LLC

PALLADIUM PARTNERS, LLC of NORFOLK, VA is an SEC-registered investment adviser.

## Registration

- CRD: 145076
- Type: SEC-registered investment adviser
- SEC file number: 801-68408
- Location: 999 WATERSIDE DRIVE, SUITE 1000, NORFOLK, VA, 23510-3320
- Phone: 757-305-1500
- Latest filing: 2022-03-28
- Regulatory AUM: $3.4B
- Discretionary AUM: $3.3B
- Non-discretionary AUM: $91.7M
- Clients: 31
- Accounts: 2,579

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| WILLIS KATHERINE CLAY | DIRECTOR; MANAGING DIRECTOR | — |
| IZARD JAMES JOHNSTON | DIRECTOR; MANAGING DIRECTOR | — |
| PHILLIPS DICKINSON BARKSDALE | CHIEF COMPLIANCE OFFICER; DIRECTOR; PRINCIPAL | — |
| BENEDICT JOHN COMERFORD | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/DIRECTOR; DIRECTOR OF RESEARCH | — |
| HARRIS HENRY UPHAM | DIRECTOR; OWNER/STOCKHOLDER; PRINCIPAL | — |
| RENSHAW NANCY ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| TAYLOR BUD LEE | DIRECTOR | — |
| LUKIC THOMAS ALAN | OWNER/STOCKHOLDER | — |
| POTTER KRISTEN MARIE | CHIEF OPERATING OFFICER | — |
| ROBINETT RHONDA WADSWORTH | CHIEF ADMINISTRATIVE OFFICER | — |
| LITCHFIELD JENNIFER LYNN | CHIEF TECHNOLOGY OFFICER | — |
| HORNER WILLIAM WHIDDEN | CHIEF FINANCIAL OFFICER | — |
| DISHAROON MICHAEL PRESTON | DIRECTOR | — |
| TOPPING JUSTIN ALLEN | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145076/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145076/similar
- Related entities: https://search.stillhousedata.com/firm/145076/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145076

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.