# Holistic Capital

> Holistic Capital is a state-registered investment advisory firm in Boston, MA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated December 25, 2024.

- CRD: 332028
- Filed as: HOLISTIC CAPITAL
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: December 25, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/332028
- AdvisorCensus page: https://advisorcensus.com/firm/holistic-capital-boston-ma-332028

## Quick answers

**How is Holistic Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Holistic Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Holistic Capital located?**
Holistic Capital's principal office is in Boston, MA, according to its Form ADV.

**Is Holistic Capital registered with the SEC or a state?**
Holistic Capital is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 332028.

**How much does Holistic Capital manage?**
Holistic Capital reports $0 in regulatory assets under management in its Form ADV filing dated December 25, 2024.

**Does Holistic Capital report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332028

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)

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

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Not reported | $0 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.A(2): In the past ten years, has the firm or an advisory affiliate been charged with a felony?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332028

### Websites listed on Form ADV (Item 1.I)
- holisticcapital.world

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Holistic Capital (CRD 332028): Form ADV filing data as of October 2026.