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| Holland Advisory Services Inc
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| CRD # | 136302 |
| SEC # | 801-110617 |
| CIK # | 0001890183 |
| AUM | 307.7 M (2026-02-25) |
| Employees | 17 (59% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 386-671-7526 |
| Address | 700 West Granada Boulevard Ormond Beach, FL 32174-9036 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.2 | ||
| Microsoft Corp | 1.2 | ||
| Philip Morris International Inc | 1.2 | ||
| J P Morgan Chase & Co | 1.2 | ||
| Denali Holding Inc | 1.2 | ||
| Caterpillar Inc | 0.9 | ||
| Wal Mart Stores Inc | 0.8 | ||
| McDonalds Corp | 0.7 | ||
| Nvidia Corp | 0.7 | ||
| Johnson & Johnson | 0.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 452 | 136.0 |
| (b) Individuals (high net worth individuals) | 74 | 171.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,060 | 307.7 |
| By Discretionary | ||
| Discretionary | 1,060 | 307.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,060 | 307.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.5 | |
| United States Persons | 304.2 | |
| Total | 1,060 | 307.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001890183] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 16 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Finivi Inc
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MA | 308.4 M |
|
Covington & Associates Inc
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Broadway Wealth Solutions Inc
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TX | 308.1 M |
|
TKG Advisors LLC
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AllSquare Wealth Management LLC
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|
Marathon Wealth Advisors LLC
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|
Generations Wealth LLC
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OH | 307.8 M |
|
Dunbar Associates LLC
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CT | 307.5 M |
|
Copley Investment Management LLC
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|
307.3 M | |
|
Kevin M Gibney and Company LLC
✚
|
NJ | 306.9 M |