RIA Intel›Advisers›Georgia›HOLLAND FINANCIAL SERVICES, INC.

HOLLAND FINANCIAL SERVICES, INC.

Advisory

ATHENS, GA

Data as of May 11, 2026 · Source: SEC Form ADV

Rank in GA

#521

of 607 advisers by AUM

Average account

$248K

across 305 accounts

AUM per adviser

$76M

1 advisers

Source: SEC Form ADV. Figures as filed May 11, 2026.

Total AUM

$76M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$76M

Discretionary AUM$68M

Non-Discretionary AUM$7M

Discretionary %90.1%

Total Clients151

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InGA, TX

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

151 clients

25 high-net-worth

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

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