# Salomon and Ludwin

> Salomon and Ludwin is an SEC-registered investment advisory firm in Richmond, VA, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 17, 2026.

- CRD: 292456
- Filed as: SALOMON AND LUDWIN
- Legal name: Salomon and Ludwin, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Richmond, VA
- Filing period: October 2026
- Form ADV filing dated: July 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292456
- AdvisorCensus page: https://advisorcensus.com/firm/salomon-and-ludwin-richmond-va-292456

## Quick answers

**How is Salomon and Ludwin compensated?**
On its Form ADV (Item 5.E, October 2026), Salomon and Ludwin reports these compensation arrangements: a percentage of assets under its management.

**Where is Salomon and Ludwin located?**
Salomon and Ludwin's principal office is in Richmond, VA, according to its Form ADV.

**Is Salomon and Ludwin registered with the SEC or a state?**
Salomon and Ludwin is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292456.

**How much does Salomon and Ludwin manage?**
Salomon and Ludwin reports $1,337,497,420 in regulatory assets under management in its Form ADV filing dated July 17, 2026 (100% discretionary).

**How have Salomon and Ludwin's assets and staff changed since 2021?**
In the Form ADV data for Salomon and Ludwin: Regulatory assets under management: $1,069,403,560 in the October 2021 data and $1,337,497,420 in the October 2026 data, up 25%. Total employees: 10 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Salomon and Ludwin serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (263); individuals (other than high net worth individuals) (196).

**Which custodians does Salomon and Ludwin use?**
Salomon and Ludwin's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Salomon and Ludwin report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292456

**Does Salomon and Ludwin state an account minimum?**
Its Form ADV Part 2A brochure dated February 15, 2026 says: "In order to be able to offer our clients our most effective work, Salomon and Ludwin recommends (but does not require) that clients have at least $2,000,000 in total manageable assets with the firm."

**What changed in Salomon and Ludwin's recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in SC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 15, 2026)

- Account minimum: $2,000,000

> In order to be able to offer our clients our most effective work, Salomon and Ludwin recommends (but does not require) that clients have at least $2,000,000 in total manageable assets with the firm.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,337,497,420
- Discretionary: $1,337,497,420
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 196 | $62,863,279 |
| High net worth individuals | 263 | $1,250,777,770 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | $23,856,371 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 12 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, DC, FL, GA, LA, MD, MI, NC, NY, OR, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- salomonludwin.com
- Facebook @salomonludwin
- LinkedIn @salomon-&-ludwin-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,069,403,560 | 10 | July 29, 2021 |
| October 2022 | $1,074,384,174 | 11 | May 4, 2022 |
| October 2023 | $1,223,243,578 | 11 | July 31, 2023 |
| October 2024 | $1,709,639,369 | 12 | August 29, 2024 |
| October 2025 | $1,227,068,596 | 11 | April 16, 2025 |
| October 2026 | $1,337,497,420 | 12 | July 17, 2026 |

Regulatory assets under management: $1,069,403,560 in the October 2021 data and $1,337,497,420 in the October 2026 data, up 25%.
Total employees: 10 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in SC.

### June 2026
- Updated its list of owners and control persons (Schedule A).

### March 2026
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in MA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Salomon and Ludwin (CRD 292456): Form ADV filing data as of October 2026.