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HOLLAND ADVISORY SERVICES, INC.
CRD 136302File 801-110617
APPROVED
Retail clients
Custody
Filing as of Aug 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$307.7M
Below cohort median (national)
Discretionary AUM
$307.7M
Clients
527
1,060 accounts
Employees
17
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 12, 2017
- Principal office
- 700 WEST GRANADA BOULEVARD, ORMOND BEACH, FL, 32174-9036
- Phone
- 386-671-7526
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $307.7M
- Discretionary AUM
- $307.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,060
- Non-discretionary accounts
- 0
- Total accounts
- 1,060
- AUM per client
- $584K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 74 | $171.6M |
| Pension and profit sharing plans | 1 | $0 |
| Individuals (other than high net worth individuals) | 452 | $136.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 19 | 17 | decreased by2 |
| Mar 1, 2026 | Clients | 1,025 | 527 | decreased by498 |
| Mar 1, 2026 | AUM | $263,528,675 | $307,659,373 | increased by$44,130,698 |
| Mar 1, 2026 | Accounts | 1,024 | 1,060 | increased by36 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 19 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 510 | 1,025 | increased by515 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $212,315,878 | $263,528,675 | increased by$51,212,797 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 944 | 1,024 | increased by80 |
| Apr 1, 2022 | Employees | 13 | 14 | increased by1 |
| Apr 1, 2022 | Clients | 497 | 510 | increased by13 |
| Apr 1, 2022 | AUM | $189,549,155 | $212,315,878 | increased by$22,766,723 |
| Apr 1, 2022 | Accounts | 904 | 944 | increased by40 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “HOLLAND ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“HOLLAND ADVISORY” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.