Holman Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,713,278
Total clients
15
27% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$447,552
About
Holman Wealth Management serves a limited number of individual investors as well as employer-sponsored retirement plans, charitable organizations, and other institutional clients. The firm provides discretionary portfolio management, selection and oversight of third‑party managers, comprehensive financial planning, a graduated program for beginning investors, and occasional public educational seminars and speaking engagements.
The adviser follows an active investment approach that combines top‑down economic and cyclical analysis with bottom‑up security selection, typically building portfolios from ETFs, mutual funds, bonds, and equities and using sector and style rotation and defensive shifts when market risk is elevated. The firm also uses options strategies (including selling covered calls and buying calls or puts), monitors manager leverage, and may permit the use of derivatives and borrowing within certain separately managed accounts as part of its discretionary strategies.
Notable features that distinguish the firm from many peers include its structured program for beginning investors that transitions clients into ongoing management, its provision of public seminars and speaking engagements, and its use of derivatives and account borrowing in client portfolios—practices that are less common among independent advisers of this size. The principal maintains both CFP and CFA credentials and discloses a modest, separate tax-preparation practice that supports client needs.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Retirement income strategy
Cash flow / budgeting
Options & derivatives strategies
Fee options
EFPP upfront fee $325 plus $30/month ongoing fee; Comprehensive financial planning upfront fee $500 plus quarterly asset-based fee as described in investment management tiered fees
$0 - $500,000: 1.00% annually $500,001 - $5,000,000: 0.95% annually $5,000,001 - $12,000,000: 0.90% annually $12,000,001+: 0.85% annually
Account minimum: $50,000 minimum except for EFPP with no minimum
Main office location
Holman Wealth Management
Dallas TX, United States
Number of offices
1
Most active in
Holman Wealth Management has reported serving >5 clients in these states in the last 12 months.
Texas
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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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
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