# TRADITION ASSET MANAGEMENT LLC

TRADITION ASSET MANAGEMENT LLC of RICHMOND, VA is an SEC-registered investment adviser.

## Registration

- CRD: 300756
- Type: SEC-registered investment adviser
- SEC file number: 801-115047
- Location: 901 EAST BYRD STREET, SUITE 1001, RICHMOND, VA, 23219
- Phone: 804-340-8100
- Latest filing: 2020-11-09
- Regulatory AUM: $726.5M
- Discretionary AUM: $706.1M
- Non-discretionary AUM: $20.4M
- Clients: 21
- Accounts: 420

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Mitchell Brendon Lee | CHIEF FINANCIAL OFFICER | North Bend, WA |
| TULLIDGE THOMAS HOGSHEAD | CHIEF LEGAL OFFICER | — |
| SCHMUCKLER JOSEPH REDMOND | BOARD MANAGER | — |
| HALLIBURTON BENJAMIN CARY | BOARD MANAGER | — |
| STEWART DOUGLAS GUY | BOARD MANAGER | — |
| BEARD ANSON HILL | BOARD MANAGER | — |
| THOMPSON JESSICA LACEY | CHIEF COMPLIANCE OFFICER | — |
| BAYNE WALTER DONALD | PRESIDENT | — |
| Spence Kevin | CHIEF COMPLIANCE OFFICER | — |
| CHAPMAN JR MAX C | BOARD MANAGER | — |
| ROGERS WENDY G | BOARD MANAGER | — |
| SPENCE KEVIN DION | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300756/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300756/similar
- Related entities: https://search.stillhousedata.com/firm/300756/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300756

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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.