RIA IntelAdvisersCaliforniaFOX & HOLLAND INVESTING LLC

FOX & HOLLAND INVESTING LLC

Advisory

RANCHO CUCAMONGA, CA

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in CA
#3,258
of 5,480 advisers by AUM
Average account
$183K
across 330 accounts
AUM per adviser
$30M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM
$60M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$60M
Discretionary AUM$60M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients214
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, NV, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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