HOLLAND CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 336204
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Holland Capital Advisors, LLC is a small, privately held investment adviser that acts as a capital allocator for individual and small-business clients. The firm offers financial planning, portfolio management and the selection of third‑party advisers, charging clients on a percentage-of-AUM basis and for some services on an hourly fee. Filings show a clear tilt toward public equities — exchange‑traded securities are the most used asset type — but the firm also allocates to third‑party alternative managers when appropriate. Holland Capital Advisors appears to combine in-house portfolio construction with outsourced manager access rather than running large proprietary strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1MICHAEL HOLLAND
PresidentCRD 2690126
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 3540 Toringdon Way
- Time zone
- ET (UTC-5)
- Office locations
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