Holiday Partners LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,500,000
Clients
10
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$750,000
About
Holiday Advisors LLC is a solo registered investment adviser founded in 2025 that provides discretionary asset management to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities; the firm reports about $7.5 million in discretionary assets under management across roughly ten client relationships. It offers ongoing portfolio management for individuals and may include financial planning as part of its client work.
Investment strategies are tailored to each client's goals, time horizon, and risk tolerance and rely in part on fundamental analysis to guide security selection, asset allocation, monitoring, rebalancing, and tax‑loss harvesting; the firm manages accounts on a discretionary basis and conducts quarterly (or more frequent) account reviews. As part of its advisory services the firm may prepare a comprehensive financial plan at no additional cost that can cover wills, estate plans and trusts, taxes, qualified plans, insurance, retirement income, Social Security, and college planning.
Noteworthy aspects compared with peers include a principal who holds both CFP® and CFA designations with prior roles at large wealth management firms, a very small client base (about ten clients) with no account minimum, and an institutional relationship with the Altruist custodial platform that provides technology and operational benefits and from which the firm discloses it may receive economic or soft‑dollar benefits. The firm does not vote client proxies (clients receive proxies directly and may request voting assistance), and it discloses soft‑dollar/economic benefits tied to its custodial arrangements.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Fee options
1.00% annually
Main office location
Holiday Partners LLC
1096 Laurel Avenue
Cincinnati OH 45246, United States
Number of offices
1
Most active in
Holiday Partners LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")