CRD: 106530
Holderness Investments CO
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-14-1995
- Office Locations
- 2
Office Locations
About Holderness Investments CO
Holderness Investments CO is a Greensboro-based RIA with 2 offices. The firm has been operating for 31 years. Managing $660.7M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between March 26, 2025 and March 30, 2026, reported AUM increased 6.4%, from $621.0M to $660.7M.
Across 5 reported observations, AUM increased 52.2% between March 18, 2022 and March 30, 2026, from $434.0M to $660.7M.
Of the latest reported AUM, 97.1% is discretionary and 2.9% is non-discretionary.
The firm reports 6 advisory representatives and 339 clients, or 56.5 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 2 reported office locations and 31 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- CRM
- Custodian
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- Services
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Owner & Executives
RICHARD THURSTON HOLDERNESS
Investment Advisor, President
- CRD
- #2664120
- Ownership
- 75% or more
KIM CUMMINGS EDER
Chief Compliance Officer, Vice President
- CRD
- #4356320
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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SHEILA MAY FALLS
Investment Advisor
- CRD
- #5995676
JONATHAN MICHAEL MORGAN
Senior Portfolio Manager
- CRD
- #2789505
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $641,606,039 | $848,685 |
| Non-Discretionary | $19,109,720 | $868,624 |
| Total | $660,715,759 | $849,249 |
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Separately Managed Accounts
SMA allocation detail is available
Holderness Investments CO has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Holderness Investments CO's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.