Holman Wealth Management

Overview

Holman Wealth Management is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individuals and families on a fee‑based model tied to assets under management and acts as a capital allocator for client portfolios. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, selection of third‑party advisers, and client education through seminars and workshops. Investment activity is equity‑centric: the firm shows a strong preference for exchange‑traded equities as the primary building block of client portfolios. Beyond public equities, Holman Wealth Management deploys capital with third‑party managers into alternative strategies — notably real estate, commodities, private credit and oil & gas — and supplements allocations with mutual funds and annuities. The adviser does not market itself as an ESG investor and operates from a single office without a multi‑state platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices