# Holden Family Office, LLC

> Holden Family Office, LLC is a state-registered investment advisory firm, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 8, 2026.

- CRD: 324597
- Filed as: HOLDEN FAMILY OFFICE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: April 8, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324597
- AdvisorCensus page: https://advisorcensus.com/firm/holden-family-office-llc-324597

## Quick answers

**How is Holden Family Office, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Holden Family Office, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Is Holden Family Office, LLC registered with the SEC or a state?**
Holden Family Office, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324597.

**How much does Holden Family Office, LLC manage?**
Holden Family Office, LLC reports $39,903,394 in regulatory assets under management in its Form ADV filing dated April 8, 2026 (100% discretionary).

**What types of clients does Holden Family Office, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (21); corporations or other businesses not listed above (6).

**Does Holden Family Office, 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/324597

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $39,903,394
- Discretionary: $39,903,394
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $7,623,358 |
| High net worth individuals | 21 | $30,198,348 |
| Corporations or other businesses not listed above | 6 | $2,081,688 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2023 (3 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- holdenfamilyoffices.com
- LinkedIn @holden-family-office

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Holden Family Office, LLC (CRD 324597): Form ADV filing data as of October 2026.