Holland Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$65,075,495
Clients
46
63% 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
46
HighAverage account size
$1,414,685
About
The firm provides investment advisory and financial planning services to high‑net‑worth households as well as individuals, trusts, estates, and business entities. Asset management is offered through a custodian‑sponsored program that allocates client assets to third‑party sub‑advisers, while financial planning is delivered both as interactive modeling and narrower modular written plans.
Advisory work is tailored to each client’s objectives and risk tolerance and relies on fundamental analysis alongside strategic and tactical asset allocation; the firm selects model portfolios on a discretionary basis for implementation by the chosen sub‑adviser and conducts periodic reviews. The firm serves as the primary client contact and performs ongoing due diligence and oversight of the sub‑advisers rather than handling security‑level trading itself.
Notable distinctions include that a principal of the firm is licensed to sell insurance and annuity products and may receive customary commissions if clients implement insurance recommendations, a potential conflict of interest disclosed to clients. The firm also relies on its custodian’s institutional platform and associated support services for trade execution and operations, and it does not vote proxies for client securities (clients or sub‑advisers retain that responsibility).
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
$0 - $2,000,000: 1.10% $2,000,001 - $3,000,000: 0.95% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $20,000,000: 0.60% Above $20,000,000+: Negotiable
Financial planning services at $300 per hour, negotiable
Account minimum: $2,000,000 investable household assets (with exceptions for $22,000 minimum annual fee) Minimum fee: $22,000 minimum annual fee for clients with less than $2,000,000 investable assets Fee-only: Financial planning services charged at $300/hour, negotiable based on client and complexity
Main office location
Holland Capital Management LLC
15720 Brixham Hill Avenue, Suite 300
Charlotte NC 28277, United States
Number of offices
2
Most active in
Holland Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
Florida · North Carolina
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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