HOLLAND CAPITAL MANAGEMENT LLC

RIASEC Registered
Total AUM
$65.1M
Discretionary
$65.1M
100% of AUM
Avg account
$472K
Accounts
138
Employees
1
Advisory reps
1

Firm details

Headquarters
Charlotte, North Carolina
CRD number
304886
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

FINTRX

Overview

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

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 67%, State & Local Bonds 16%, US Government Bonds 8%, Public Funds/Mutual Funds 5%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 1%67%
  • Exchange Traded Equities67%
  • State & Local Bonds16%
  • US Government Bonds8%
  • Public Funds/Mutual Funds5%
  • Cash & Cash Equivalents4%

Contacts

1 of 1
  • MICHAEL HOLLAND

    PresidentCRD 2690126

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

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth