# H. L. ORMOND & COMPANY, LLC

H. L. ORMOND & COMPANY, LLC of GREENVILLE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 313593
- Type: SEC-registered investment adviser
- SEC file number: 801-120841
- Location: 1001 CONFERENCE DRIVE, SUITE A, GREENVILLE, NC, 27858
- Phone: (252) 756-4010
- Latest filing: 2026-05-01
- Regulatory AUM: $401.4M
- Discretionary AUM: $383.8M
- Non-discretionary AUM: $17.5M
- Clients: 7
- Accounts: 1,199

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Herbert Lyman Ormond | MANAGING MEMBER / PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| Sharon Rouse Dew | OFFICE ADMINISTRATOR AND CLIENT SERVICE ASSOCIATE / CHIEF COMPLIANCE OFFICER | — |
| ORMOND HERBERT LYMAN | MANAGING MEMBER / PRESIDENT & CHIEF INVESTMENT OFFICER; MANAGING MEMBER / PRESIDENT & CHIEF INVESTMENT OFFICER / CHIEF COMPLIANCE OFFICER | — |
| DEW SHARON ROUSE | OFFICE ADMINISTRATOR AND CLIENT SERVICE ASSOCIATE / CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/313593/brochure
- Similar advisers: https://search.stillhousedata.com/firm/313593/similar
- Related entities: https://search.stillhousedata.com/firm/313593/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/313593

---

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.