L
Laird - Altman Holdings LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$18,885,776
Total clients
30
87% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
30
Average account size
$629,526
About
Laird-Altman Holdings LLC provides discretionary portfolio management to individuals, trusts and small businesses, typically working with accounts at or above a $100,000 minimum (with family aggregation permitted). Portfolios may include exchange-listed equities, fixed income, ETFs and mutual funds, options strategies, and interests in oil, gas and energy transportation partnerships.
The firm tailors its approach to each client through an Investment Policy Statement and limited power of attorney, and offers a mix of strategies including a higher-frequency macro program, a core ETF allocation, a multivariate quantitative program (driven by a multi-factor model) and a covered-call program. Clients choose their own broker-dealer and the firm conducts continuous, discretionary account review with quarterly performance reporting that compares results to the S&P 500 and a balanced passive portfolio.
Distinctive aspects include the combination of higher-frequency macro trading, a 16-factor quantitative program, options-based covered-call management and direct exposure to energy partnerships — an unusual strategy set for a single-advisor independent firm. The brochure also highlights governance and trading controls that are not universally present among peers: an adopted code of ethics despite no regulatory requirement, a stated policy to execute client trades before related-party trades with staggered small-size executions, and an absence of affiliations or third-party compensation.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Factor investing / smart beta
Passive / index investing
Fee options
$0 - $1,000,000: 1% annually $1,000,000+: Negotiable lower fee on amounts greater than $1 million
Account minimum: $100,000 Fee-only: Advisory fees only; no commissions or third-party payments accepted
Main office location
Laird - Altman Holdings LLC
Charlottesville VA, United States
Number of offices
1
Most active in
Laird - Altman Holdings LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
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")