{
  "crd_number": 136302,
  "slug": "holland-advisory-services-inc-ormond-beach-fl-136302",
  "primary_business_name": "HOLLAND ADVISORY SERVICES, INC.",
  "legal_name": "HOLLAND ADVISORY SERVICES, INC.",
  "dbas": [],
  "city": "Ormond Beach",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "19660",
  "metro": {
    "cbsa_code": "19660",
    "common_name": "Deltona",
    "msa_name": "Deltona-Daytona Beach-Ormond Beach, FL",
    "path": "/advisors/fl/deltona"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2017-06-12",
  "years_registered": 9,
  "period": "2026-10-01",
  "filing_date": "2026-08-05",
  "carried_forward": false,
  "raum_total": 307659373.0,
  "raum_discretionary": 307659373.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 17,
  "advisory_employees": 10,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 136017108.0,
      "count": 452
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 1
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 171642265.0,
      "count": 74
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": null,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "LA",
    "NC",
    "NH",
    "NY",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/HOLLANDFINANCIAL",
    "https://hollandcolumn.com",
    "https://linkedin.com/COMPANY/HOLLAND-FINANCIAL-INC-",
    "https://pinterest.com/HOLLANDFIN/PINS",
    "https://planstronger.com",
    "https://planstrongerradio.com",
    "https://planstrongertv.com",
    "https://x.com/PLANSTRONGER",
    "https://x.com/REALMONEYSHOW",
    "https://youtube.com/USER/THEDAVIDHOLLANDSHOW"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/136302",
  "city_as_filed": "ORMOND BEACH",
  "url": "https://advisorcensus.com/firm/holland-advisory-services-inc-ormond-beach-fl-136302",
  "display_name": "Holland Advisory Services, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Holland Advisory Services, Inc. (CRD 136302): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Holland Advisory Services, Inc. compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Holland Advisory Services, Inc. charge?",
      "a": "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."
    },
    {
      "q": "Where is Holland Advisory Services, Inc. located?",
      "a": "Holland Advisory Services, Inc.'s principal office is in Ormond Beach, FL, according to its Form ADV."
    },
    {
      "q": "Is Holland Advisory Services, Inc. registered with the SEC or a state?",
      "a": "Holland Advisory Services, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 136302."
    },
    {
      "q": "How much does Holland Advisory Services, Inc. manage?",
      "a": "Holland Advisory Services, Inc. reports $307,659,373 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (100% discretionary)."
    },
    {
      "q": "How have Holland Advisory Services, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Holland Advisory Services, Inc. serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Holland Advisory Services, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Holland Advisory Services, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in Holland Advisory Services, Inc.'s recent Form ADV filings?",
      "a": "In the September 2026 filing data: Registered or notice-filed in SC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 189549155.0,
      "total_employees": 13,
      "filing_date": "2021-09-29"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 212315878.0,
      "total_employees": 14,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 185100359.0,
      "total_employees": 14,
      "filing_date": "2023-03-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 232524098.0,
      "total_employees": 13,
      "filing_date": "2024-08-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 263528675.0,
      "total_employees": 19,
      "filing_date": "2025-06-18"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 307659373.0,
      "total_employees": 17,
      "filing_date": "2026-08-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Registered or notice-filed in SC."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 11 to 10.",
        "Regulatory assets under management went from $263,528,675 to $307,659,373 (+17%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in NY."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 2% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The annual fee range is between 0.5% - 2.0% and is negotiable."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.5,
        2.0
      ],
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The annual fee range is between 0.5% - 2.0% and is negotiable."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/holland-advisory-services-inc-ormond-beach-fl-136302.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 452,
      "fewer_than_5": false,
      "raum": 136017108.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 74,
      "fewer_than_5": false,
      "raum": 171642265.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": null
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/136302",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}