Redmont Wealth Advisors Llc
- Regulatory AUM
- $4.8M
- Discretionary
- $4.8M
- Clients
- 5
- Avg AUM / client
- $957K
- Accounts
- 5
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of May 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5 | $4.8M | 100.0% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Milton Thomas Langer | Chief Investment Officer | CFA | Sep 2020 (6y) | 50% – 75% |
| Stein, Ryan, Daniel | Chief Compliance Officer | Aug 2022 (4y) | Less than 5% | |
| Stein, Kevin, Michael | Member | Jan 2023 (4y) | 10% – 25% | |
| Brancovsky, William, Edwin | Member | May 2023 (3y) | 5% – 10% | |
| Pressly, Herbert, Scott | Member | May 2023 (3y) | 5% – 10% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/04/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $74.2M (29% of AUM) Mar 2026
- Northern Trust $33.5M (20% of AUM) Jan 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 04, 2026.
View current Form ADV (SEC/IAPD) ↗