CRD: 304886
Holland Capital Management LLC
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- Custodian
- Charles Schwab & Company · Fifth Third Bank · TD Ameritrade
- Clients
- Retail
- Platforms
- Focus quantumBridge foundation +more
- Established Date
- 09-04-2019
- Office Locations
- 1
Office Locations
About Holland Capital Management LLC
Holland Capital Management delivers wealth management with ongoing investment management, financial and retirement planning, trust advisory, life insurance, and portfolio lending. Led by M. Chad Holland, CFA, CFP, the firm runs a dynamic, risk-managed approach—often using ETFs and high-quality fixed income—with flexibility to move to cash equivalents and keep “dry powder” for opportunities. Advice is coordinated with clients’ CPAs and legal counsel through a single point of contact.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL CHAD HOLLAND
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member, President
- CRD
- #2690126
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,075,495 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,075,495 | -- |
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Separately Managed Accounts
Total SMA Asset: $65,075,495
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $703,270,785 | 9.2% |
| Municipal Bonds | $1,414,185,817 | 18.5% |
| U.S. Government/Agency | $1,544,138,028 | 20.2% |
| Public Funds | $1,727,599,971 | 22.6% |
| Cash | $955,530,958 | 12.5% |
| Corporate - Investment Grade | $1,299,522,102 | 17.0% |
| Total | $7,644,247,661 | 100.0% |