MARK R. LEMMOND CPA, PLLC

Overview

Mark R. Lemmond Cpa, Pllc is a small, independent registered investment adviser led by Mark R. Lemmond that combines accounting services with personalized financial planning and portfolio management for individuals and small businesses. The firm operates with a clear equity tilt: its reported assets are concentrated in exchange-traded equities and it favors managed separate account equity exposures. Advisory work is delivered alongside accounting practice responsibilities, and the firm charges both a percentage of assets under management and hourly fees, reflecting a hybrid service model for planning and investment oversight. The firm does not identify as an ESG investor and is not positioned as a multi-state or institutional consultant; its client base is primarily individual and family relationships.

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