RIA Intel›Advisers›Massachusetts›HOLDER & COMPANY, INC.

HOLDER & COMPANY, INC.

Advisory

MA

Data as of Feb 8, 2026 · Source: SEC Form ADV

Rank in MA

#1,238

of 1,590 advisers by AUM

Average account

$721K

across 49 accounts

AUM per adviser

$35M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 8, 2026.

Total AUM

$35M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$35M

Discretionary AUM$16M

Non-Discretionary AUM$19M

Discretionary %45.5%

Total Clients49

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

49 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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