RIA Intel›Advisers›Massachusetts›HOLMES INVESTMENT MANAGEMENT, INC.

HOLMES INVESTMENT MANAGEMENT, INC.

Advisory

BROCKTON, MA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in MA

#1,156

of 1,590 advisers by AUM

Average account

$384K

across 129 accounts

AUM per adviser

$50M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$50M

Discretionary AUM$50M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients129

Team

Total Employees3

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, MA, 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

129 clients

13 high-net-worth

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

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