# H. L. Ormond & Company, LLC
Source: https://planprovider.pro/provider/h-l-ormond-and-company-llc

> Founded in 2010, this SEC-registered investment advisor in Greenville, North Carolina works with clients across the coastal Carolinas and beyond. H. L. Ormon…

Retirement Plan Advisor

Greenville, NC

## About H. L. Ormond & Company, LLC

<p>Founded in 2010, this SEC-registered investment advisor in Greenville, North Carolina works with clients across the coastal Carolinas and beyond. H. L. Ormond &amp; Company, LLC manages $0.4B in assets (2026) and provides investment and planning guidance for individuals and families, including retirees and high-net-worth households.</p>

<p>The firm’s work covers financial planning, active asset allocation, investment strategy design, and ongoing portfolio management. Accounts are built around long-term diversification, with regular reviews and adjustments based on a structured, analysis-driven process.</p>

<p>For employer retirement plans, H. L. Ormond &amp; Company offers 3(21) fiduciary services as part of its work as a <a href="/plan-advisors">plan advisor</a>. That role typically includes investment recommendations and support for plan sponsors who retain final decision-making authority.</p>

<p>What sets the firm apart is its emphasis on clear communication and a repeatable process for building, monitoring, and updating portfolios over time.</p>

<ul>
<li>SEC-registered investment advisory services</li>
<li>Financial planning for individuals and families</li>
<li>Active asset allocation and investment strategy</li>
<li>Portfolio management with ongoing monitoring</li>
<li>3(21) fiduciary support for retirement plans</li>
</ul>

Website: [https://www.hlormond.com/](https://www.hlormond.com/)

Founded: 2010

## Office Locations

- Greenville, NC (Headquarters)

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $359.7M

## Team Members

- **Herb Ormond**, President & Chief Investment Officer, H. L. Ormond & Company

- **Michelle Corey**, Vice President – Client Services, H. L. Ormond & Company

- **Sharon Dew**, Senior Client Service Associate, Office Administrator, and Chief Compliance Officer – H. L. Ormond & Company

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