H. L. Ormond & Company, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$360,633,767
Clients
277
Advisors
6
of 7 employees
About
H. L. Ormond & Company, LLC provides investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, retirement plans and businesses. The firm also offers retirement-plan fiduciary services (including ERISA 3(21) and 3(38) roles) and SIMPLE IRA plan services, and requires a written advisory agreement prior to engagement.
The firm typically constructs long‑term, diversified portfolios using mutual funds, ETFs, individual bonds and, in some cases, individual equities, employing both fundamental and technical analysis. HLO uses a mix of in‑house management and third‑party strategies via Raymond James Asset Management Services (AMS) wrap programs and an Outside Manager (OSM) dual‑contract platform, and provides both discretionary and non‑discretionary management.
Noteworthy aspects include that certain advisory personnel are also licensed insurance professionals and may implement insurance recommendations for separate, commission‑based compensation, a potential conflict disclosed in the brochure. The firm markets services under the Hoyt Family Wealth Management trade name (operating under HLO supervision), recently lowered its minimum relationship size, and manages roughly $401 million in client assets while operating with a small advisory team.
Client services
Expertise
Fee options
$0+: 0.75% - 1.75% annually for Advisor Direct Platform $25,000 - $2,000,000: 0.75% - 2.25% annually for AMS Managed Program $25,000 - $2,000,000: 0.75% - 1.75% annually for OSM Program (does not include 0.30% - 0.50% separate manager fee)
Account minimum: $500,000
Main office
1001 Conference Drive, Suite A
Greenville NC 27858
Advisors at this office
6
Most active in
California · Florida · Georgia · North Carolina · South Carolina · Tennessee · Texas · Virginia
Also doing business as
H. L. Ormond & Company, LLC · Hoyt Family Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Lisa H
Series 63, Series 66
Greenville, NC
H. L. Ormond & Company, LLC
Lisa Hardee is a financial advisor with H. L. Ormond & Company, LLC, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. She previously worked at Raymond James Financial Services Advisors and Wells Fargo Advisors. In addition to her role at H. L. Ormond, she assists with daily operations at Hoyt Family Wealth Management, LLC. H. L. Ormond & Company, LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm constructs long-term, diversified portfolios using a combination of mutual funds, ETFs, individual bonds, and equities, employing both fundamental and technical analysis.
John H
CFP®, Series 63, Series 65, Series 66
Greenville, NC
H. L. Ormond & Company, LLC
John Hoyt Jr. is a financial advisor with H. L. Ormond & Company, LLC, holding CFP® certification and Series 63, 65, and 66 licenses, with 26 years of industry experience. He has previously worked at Raymond James Financial Services Advisors and Wells Fargo Advisors Financial Network, and he owns Hoyt Family Wealth Management, LLC, where he serves as an independent contractor and branch manager. H. L. Ormond & Company, LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm utilizes a combination of in-house and third-party investment strategies to construct diversified long-term portfolios and offers both discretionary and non-discretionary management.
Herbert O
Series 63, Series 66
Greenville, NC
H. L. Ormond & Company, LLC
Herbert Ormond is a financial advisor at H. L. Ormond & Company, LLC in Greenville, NC, with 39 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial Services from 2011 to 2021. Outside of advising, he serves as a trustee and personal representative for family members. H. L. Ormond & Company provides investment advisory services to individuals, trusts, estates, charitable organizations, retirement plans, and businesses. The firm employs a long-term, equity-oriented investment approach focused on diversified portfolios and offers both discretionary and non-discretionary management through multiple service platforms.
Michelle C
Series 63, Series 66
Greenville, NC
H. L. Ormond & Company, LLC
Michelle Corey is a financial advisor with H. L. Ormond & Company, LLC in Greenville, NC, holding Series 63 and Series 66 credentials and having 25 years of industry experience. She has worked at Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. from 2011 to 2021 before joining her current firm in 2021. H. L. Ormond & Company, LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm constructs long-term diversified portfolios using mutual funds, ETFs, bonds, and equities, combining fundamental and technical analysis with a mix of in-house and third-party management.
Justin S
Series 65
Greenville, NC
H. L. Ormond & Company, LLC
Justin Sittig is a financial advisor at H. L. Ormond & Company, LLC with a Series 65 credential and over one year of experience in the wealth management industry. His prior roles include positions at Southern Bank and Pitt County Schools. H. L. Ormond & Company, LLC provides investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm constructs long-term, diversified portfolios using mutual funds, ETFs, bonds, and equities, and offers both discretionary and non-discretionary management through a combination of in-house and third-party strategies.
Tanner H
CFP®, Series 66
Greenville, NC
H. L. Ormond & Company, LLC
Tanner Hoyt is a CFP® with nine years of industry experience currently with H. L. Ormond & Company, LLC. He previously worked at Raymond James Financial Services Advisors Inc. and Wells Fargo Advisors Financial. Hoyt is also associated with Hoyt Family Wealth Management, LLC, where he serves as a financial advisor. H. L. Ormond & Company, LLC provides investment management and financial planning for individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses. The firm constructs long-term, diversified portfolios using mutual funds, ETFs, bonds, and equities, combining in-house management and third-party strategies through discretionary and non-discretionary approaches.
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