# Fox & Holland Investing LLC

> Fox & Holland Investing LLC is a state-registered investment advisory firm in Rancho Cucamonga, CA, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 317363
- Filed as: FOX & HOLLAND INVESTING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rancho Cucamonga, CA
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/317363
- AdvisorCensus page: https://advisorcensus.com/firm/fox-and-holland-investing-llc-rancho-cucamonga-ca-317363

## Quick answers

**How is Fox & Holland Investing LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fox & Holland Investing LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Fox & Holland Investing LLC located?**
Fox & Holland Investing LLC's principal office is in Rancho Cucamonga, CA, according to its Form ADV.

**Is Fox & Holland Investing LLC registered with the SEC or a state?**
Fox & Holland Investing LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 317363.

**How much does Fox & Holland Investing LLC manage?**
Fox & Holland Investing LLC reports $60,497,553 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (100% discretionary).

**What types of clients does Fox & Holland Investing LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (203); high net worth individuals (11).

**Does Fox & Holland Investing LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317363

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $60,497,553
- Discretionary: $60,497,553
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 203 | $27,146,098 |
| High net worth individuals | 11 | $25,954,655 |
| Charitable organizations | Fewer than 5 | $754,451 |
| Other investment advisers | Fewer than 5 | $6,642,349 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [fhinvesting.com](https://fhinvesting.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fox & Holland Investing LLC (CRD 317363): Form ADV filing data as of October 2026.