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- Custodian
- Charles Schwab & Company · Goldman Sachs · LPL Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-19-2011
- Office Locations
- 2
Office Locations
About Holland Investment Management, Inc.
Holland Investment Management is a Fort Worth, TX RIA providing wealth management and 401(k) plan consulting for individuals and corporate plan sponsors. The firm builds portfolios with a strong ETF orientation and supports Schwab-custodied client access. Led by president/CCO Gary Neal Holland, it highlights adviser experience and recognition as a 13-year Five Star Wealth Manager award winner.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 37 clients, or 18.5 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 2 reported office locations and 14 years in operation. The source data was last updated on March 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Holland Investment Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
GARY NEAL HOLLAND
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2533248
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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KATHERINE ELAINE NOLTE
Investment Advisor Representative
- CRD
- #3167977
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,471,486 | $378,571 |
| Non-Discretionary | $2,607,898 | -- |
| Total | $64,079,384 | $378,571 |
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Separately Managed Accounts
SMA allocation detail is available
Holland Investment Management, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.