FOX & HOLLAND INVESTING LLC

Overview

FOX & Holland Investing LLC is an individually owned advisory firm focused on portfolio management for individuals and small businesses. The firm charges clients a percentage-of-AUM fee and operates with discretionary authority over client portfolios, managing $60.5M in total discretionary assets. Investment activity centers on third-party public funds and mutual funds as the core allocation vehicle, supplemented by targeted alternative exposures in commodities and oil & gas. FOX & Holland presents itself as an accountant-led advisory practice, suggesting a client service model that blends tax-aware planning and investment management for individual and family clients rather than large institutional mandates. The firm does not position itself as an ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices