AdvisorCensus / Financial advisors / Florida / Deltona / Holland Advisory Services, Inc.
Holland Advisory Services, Inc. is an SEC-registered investment advisory firm in Ormond Beach, FL, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 5, 2026.
Quick answers
From the filingHow is Holland Advisory Services, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Holland Advisory Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
What does Holland Advisory Services, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated February 25, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Holland Advisory Services, Inc. located?
Holland Advisory Services, Inc.'s principal office is in Ormond Beach, FL, according to its Form ADV.
Is Holland Advisory Services, Inc. registered with the SEC or a state?
Holland Advisory Services, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 136302.
How much does Holland Advisory Services, Inc. manage?
Holland Advisory Services, Inc. reports $307,659,373 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (100% discretionary).
How have Holland Advisory Services, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Holland Advisory Services, Inc.: Regulatory assets under management: $189,549,155 in the October 2021 data and $307,659,373 in the October 2026 data, up 62%. Total employees: 13 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Holland Advisory Services, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (452); high net worth individuals (74); pension and profit sharing plans (but not the plan participants or government pension plans) (1).
Which custodians does Holland Advisory Services, Inc. use?
Holland Advisory Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.
Does Holland Advisory Services, Inc. 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/136302
What changed in Holland Advisory Services, Inc.'s recent Form ADV filings?
In the September 2026 filing data: Registered or notice-filed in SC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.5% to 2% a year (a range, as the brochure states it)
The brochure's wording
The annual fee range is between 0.5% - 2.0% and is negotiable.
As stated in the firm's Form ADV Part 2A brochure dated February 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$307,659,373 as of October 2026, filing dated August 5, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (9 years)
- Employees
- Total: 17. Performing investment advisory functions: 10.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
11 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $307,659,373 | 17 | August 5, 2026 |
| October 2025 | $263,528,675 | 19 | June 18, 2025 |
| October 2024 | $232,524,098 | 13 | August 12, 2024 |
| October 2023 | $185,100,359 | 14 | March 27, 2023 |
| October 2022 | $212,315,878 | 14 | March 31, 2022 |
| October 2021 | $189,549,155 | 13 | September 29, 2021 |
Regulatory assets under management: $189,549,155 in the October 2021 data and $307,659,373 in the October 2026 data, up 62%.
Total employees: 13 in October 2021 and 17 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- September 2026
- Registered or notice-filed in SC.
- March 2026
- Employees performing advisory functions went from 11 to 10.
- Regulatory assets under management went from $263,528,675 to $307,659,373 (+17%).
- January 2026
- Registered or notice-filed in NY.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Holland Advisory Services, Inc. (CRD 136302): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/holland-advisory-services-inc-ormond-beach-fl-136302