HOLLAND CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 304886
- Website
- www.hollandcapitalgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI93.58%
- Individuals6.42%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Holland Capital Management LLC is an independent, owner-operated registered investment adviser that serves individual and family clients, with a particular focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates as a capital allocator, selecting third‑party managers and building model or separately managed account (SMA) portfolios. Its business mix includes advisory work alongside insurance brokerage services, and it charges clients mainly as a percentage of assets under management with the option of hourly billing for planning or project work. Investment behavior shows a clear equity bias: the firm favors exchange‑traded equities for core portfolio exposure and uses active manager relationships to access alternative strategies. Holland Capital tends to structure client portfolios around liquid public equity positions while layering in manager‑run alternatives and fixed income for diversification and yield.
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
Asset composition
- Exchange Traded Equities67%
- State & Local Bonds16%
- US Government Bonds8%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents4%
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
- 15720 Brixham Hill Ave
- Time zone
- ET (UTC-5)
- Office locations
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