# Holder Wealth Management

> Holder Wealth Management is an SEC-registered investment advisory firm in Champaign, IL, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 170086
- Filed as: HOLDER WEALTH MANAGEMENT
- Legal name: Holder Wealth Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Champaign, IL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/170086
- AdvisorCensus page: https://advisorcensus.com/firm/holder-wealth-management-champaign-il-170086

## Quick answers

**How is Holder Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Holder Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Holder Wealth Management located?**
Holder Wealth Management's principal office is in Champaign, IL, according to its Form ADV.

**Is Holder Wealth Management registered with the SEC or a state?**
Holder Wealth Management is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 170086.

**How much does Holder Wealth Management manage?**
Holder Wealth Management reports $283,971,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Holder Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Holder Wealth Management: Regulatory assets under management: $163,211,000 in the October 2021 data and $283,971,000 in the October 2026 data, up 74%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Holder Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (218); high net worth individuals (77); corporations or other businesses not listed above (4).

**Which custodians does Holder Wealth Management use?**
Holder Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Holder Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170086

**What changed in Holder Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $244,640,000 to $283,971,000 (+16%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $283,971,000
- Discretionary: $283,971,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 218 | $65,837,000 |
| High net worth individuals | 77 | $216,456,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $1,229,000 |
| Corporations or other businesses not listed above | 4 | $449,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2018 (8 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- holderwealthmgt.com
- Facebook @HolderWealth
- LinkedIn @holder-wealth-management-inc-

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $163,211,000 | 3 | April 1, 2021 |
| October 2022 | $202,584,800 | 3 | July 6, 2022 |
| October 2023 | $190,672,000 | 3 | March 30, 2023 |
| October 2024 | $220,790,000 | 3 | March 29, 2024 |
| October 2025 | $244,640,000 | 3 | March 27, 2025 |
| October 2026 | $283,971,000 | 3 | March 27, 2026 |

Regulatory assets under management: $163,211,000 in the October 2021 data and $283,971,000 in the October 2026 data, up 74%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $244,640,000 to $283,971,000 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Holder Wealth Management (CRD 170086): Form ADV filing data as of October 2026.