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Firm profile

Holland Advisory Services, Inc..

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
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEODavid D. Holland
CCOKalon M. Hoard

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

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.

Total 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%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.