ORMOND BEACH, FLCRD 136302Latest ADV February 25, 2026
Holland Advisory Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Ormond Beach, FL. Its latest Form ADV filing, dated February 25, 2026, reports $308M in regulatory assets under management, 17 employees, and 1,060 accounts.
Assets Under Management
$308M
Employees
17
Offices
--
Total Clients
527
Primary office
ORMOND BEACH, FL
700 WEST GRANADA BOULEVARD, ORMOND BEACH, FL, United States
Top client segmentIndividuals represent 85.8% of total clients.
Top client categories% of clientsClients
1
Individuals
85.8%
452
2
HNWI
14.0%
74
3
Pension Plans
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$308Mas of February 25, 2026
Discretionary100.0%
$308M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$308M
Total Accounts1,060
10Y AUM Change+$188M (+156.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees17
Clients per Employee31:1
10Y Employee Change+7 (+70.0%)
* 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.