Holland Advisory Services, Inc.
● SEC registered since 2017CRD 136302SEC# 801-110617Ormond Beach, FL
Reg. AUM
$307.7M
Employees
17
Accounts
1,060
Location
Ormond Beach, FL
Holland Advisory Services, Inc. assets under management
Holland Advisory Services, Inc. operates as an SEC-registered investment adviser based in Ormond Beach, FL. The firm has been registered since 2017. It reports $307.7 million in regulatory assets under management and employs 17 people.
Holland Advisory Services, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Dean Holland Control | Ceo | Under 5% | 1997 |
| Holland Financial Inc. Control | Owner | Over 75% | 2010 |
| Kalon Mark Hoard Control | Chief Compliance Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Holland Advisory Services, Inc. manage?
Holland Advisory Services, Inc. reports $307.7 million in regulatory assets under management on its Form ADV.
How many employees does Holland Advisory Services, Inc. have?
Holland Advisory Services, Inc. reports 17 employees.
Where is Holland Advisory Services, Inc. located?
Holland Advisory Services, Inc. is based in Ormond Beach, FL and has been SEC-registered since 2017.
Does Holland Advisory Services, Inc. disclose fund performance?
Holland Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 700 West Granada Boulevard, Ormond Beach, FL 32174-9036 |
| Phone | 386-671-7526 |
| Fax | 386-671-7026 |
| Office hours | 8:30a.m. To 4:30p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1890183 |
| Discloses disciplinary history | No |
Regulatory AUM
$307.7M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$307.7Mregulatory AUM
Discretionary $307.7M