Investment adviser · CRD 292456
SALOMON AND LUDWIN
Investment adviser filing (IA)
SALOMON AND LUDWIN, LLC
RICHMOND, VA, United States · Form ADV filed Jul 17, 2026
- Regulatory AUM
- $1.34B Form ADV · Item 5.F
- Client accounts
- 1,602 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 263 | $1,250,777,770 | 93.5% |
| Individuals | 196 | $62,863,279 | 4.7% |
| Other investment advisers | Fewer than 5 | $23,856,371 | 1.8% |
| Government entities | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2119467 · Jul 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
1401 GASKINS ROADRICHMOND, VA, 23238, United States
CRD 292456
Filing source
Form ADV 2119467 · Jul 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.