# Holland Financial Services, Inc.

> Holland Financial Services, Inc. is a state-registered investment advisory firm in Athens, GA, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 11, 2026.

- CRD: 125812
- Filed as: HOLLAND FINANCIAL SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Athens, GA
- Filing period: October 2026
- Form ADV filing dated: May 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125812
- AdvisorCensus page: https://advisorcensus.com/firm/holland-financial-services-inc-athens-ga-125812

## Quick answers

**How is Holland Financial Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Holland Financial Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Holland Financial Services, Inc. located?**
Holland Financial Services, Inc.'s principal office is in Athens, GA, according to its Form ADV.

**Is Holland Financial Services, Inc. registered with the SEC or a state?**
Holland Financial Services, Inc. is a state-registered investment advisory firm, registered since 2003. Status as filed: APPROVED. CRD 125812.

**How much does Holland Financial Services, Inc. manage?**
Holland Financial Services, Inc. reports $75,634,044 in regulatory assets under management in its Form ADV filing dated May 11, 2026 (90% discretionary).

**What types of clients does Holland Financial Services, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (121); high net worth individuals (25); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Does Holland Financial 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/125812

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $75,634,044
- Discretionary: $68,170,990
- Non-discretionary: $7,463,054

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 121 | $27,893,899 |
| High net worth individuals | 25 | $40,032,199 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $7,463,054 |
| Charitable organizations | Fewer than 5 | $244,892 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2003 (23 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- hollandfinancialservices.com
- Facebook @HOLLANDFINANCIALSERVICESINC
- LinkedIn @nelsonh1

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Holland Financial Services, Inc. (CRD 125812): Form ADV filing data as of October 2026.