Holden Family Office, LLC

RIASEC Registered
Total AUM
$39.9M
Discretionary
$39.9M
100% of AUM
Avg account
$296K
Accounts
135
Employees
2
Advisory reps
4

Firm details

Headquarters
,
CRD number
324597
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI75.68%
  • Individuals19.1%
  • Corporations / Businesses5.22%
Services
Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Holden Family Office, LLC is an independent registered investment adviser that runs discretionary portfolios for a concentrated client base of individuals, families and select institutional relationships. The firm positions equities as the core of its approach and pairs that equity exposure with access to private-market and opportunistic strategies. Advisory services emphasize financial planning, portfolio management for individuals and small businesses, and educational seminars — consistent with a family office model that combines investment management with broader wealth services. Investment preferences center on liquid, exchange-traded instruments for core allocations while allocating a portion of capital to third-party alternative managers for diversification and return enhancement. The firm is not identified as an active ESG investor. Fee arrangements are flexible: Holden Family Office, LLC charges a mix of percentage-of-AUM, fixed, hourly and performance-based fees depending on client engagement and strategy.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 47%, Non-Exchange Traded Equities 33%, US Government Bonds 19%, Cash & Cash Equivalents 1%47%
  • Exchange Traded Equities47%
  • Non-Exchange Traded Equities33%
  • US Government Bonds19%
  • Cash & Cash Equivalents1%

Owners & executives

1 of 1
  • Tyler Kiepke

    Tyler Kiepke

    Chief Investment OfficerCRD 7026580

Contacts

3 of 3
  • Joel Braswell

    Joel Braswell

    Financial AdvisorCRD 8011953

  • Christopher Champion

    Christopher Champion

    Investment AdvisorCRD 8199967

  • Sean Meunier

    Sean Meunier

    PresidentCRD 7674980

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth