Holderness Investments Co is an SEC registered investment adviser organized as a corporation with a primary office location in Greensboro, NC. Its latest Form ADV filing, dated March 30, 2026, reports $661M in regulatory assets under management, 8 employees, 3 offices, and 778 accounts.
Assets Under Management
$661M
Employees
8
Offices
3 offices
Total Clients
339
Primary office
GREENSBORO, NC
2102 N. ELM STREET, SUITE C, GREENSBORO, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.1% of total clients.
Top client categories% of clientsClients
1
Individuals
68.1%
231
2
HNWI
27.4%
93
3
Pension Plans
2.9%
10
4
Corporations
1.5%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$661Mas of March 30, 2026
Discretionary97.1%
$642M
97% of total RAUM97.1%
Non-discretionary2.9%
$19M
3% of total RAUM2.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$661M
Total Accounts778
10Y AUM Change+$411M (+164.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee42:1
10Y Employee Change+1 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.