← Directory
HOLLAND ADVISORY SERVICES, INC.
CRD 136302File 801-110617
APPROVED
Retail clients
Custody
Filing as of Aug 5, 2026
Feed vintage Aug 17, 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
- Website
- HTTPS://X.COM/PLANSTRONGER
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.