CRD: 136302
Holland Advisory Services, Inc.
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-23-2005
- Office Locations
- 1
Office Locations
About Holland Advisory Services, Inc.
Holland Advisory Services (Holland Financial) is an independent Florida RIA providing fee-based investment advice alongside tax/accounting, insurance, and estate/trust planning. The team frequently advises retirees, veterans, and federal/uniformed service members on issues like TSP distributions, VA disability benefits, Medicare/Medicaid, and long-term care. Portfolios emphasize diversified allocation using ETFs and mutual funds, with custody through Fidelity/NFS.
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CRM
Custodian
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Owner & Executives
KALON MARK HOARD
Chief Compliance Officer, President
- CRD
- #4182008
- Ownership
- Less than 5%
DAVID DEAN HOLLAND
Advisor, Chief Executive Officer
- CRD
- #2612007
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Troy Denston
Associate
- CRD
- #7798486
Anthony John Hayes
--
- CRD
- #7879952
Capital delta
Glacier pioneer
- CRD
- #72257
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $307,659,373 | $290,245 |
| Non-Discretionary | $0 | -- |
| Total | $307,659,373 | $290,245 |
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Separately Managed Accounts
Total SMA Asset: $307,659,373
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $568,631,000 | 13.1% |
| Equity - Exchange | $994,019,076 | 22.9% |
| Cash | $785,665,733 | 18.1% |
| Corporate - Investment Grade | $468,795,023 | 10.8% |
| Municipal Bonds | $316,870,710 | 7.3% |
| Private Funds | $1,206,713,113 | 27.8% |
| Total | $4,340,694,655 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST VECTOR UNISON | RIDGE TIMBER | 00AKX3E82 | IEK | 7.45% | $63,506,383 |
| DELTA EMBER INSIGHT | FOCUS ALPHA | P0SDASCP5 | KVQ | 12.39% | $84,905,112 |
| SIGNAL MOMENTUM | HORIZON GLACIER | 6HG7YWHTK | ABMDC | 8.22% | $19,571,286 |
| CAPITAL PIONEER MATRIX | FRONTIER CATALYST | M6YWPY5VP | CAML | 2.20% | $33,065,088 |
| GLACIER EAGLE | VALUE EMBER | SSKMAO0LY | LXVZ | 4.63% | $27,187,311 |
| DELTA FUSION CAPITAL | FRONTIER VERTEX | 43TZVHELA | HTGP | 1.00% | $33,278,138 |
| QUANTUM PRIME MATRIX | FUSION PEAK | K1JH4600B | ZKQKS | 3.76% | $36,878,750 |
| BEACON VECTOR ELEMENT | TIMBER PEAK | PVR0FMSOM | UOGZW | 3.17% | $115,407,159 |