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Holman Wealth Management

Holman Wealth Management. CRD 296591

H

CRD: 296591

Holman Wealth Management

Dallas, TX
2142133696
www.defensiveadvisor.com
$6.7M Total AUM
$6.7M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Platforms
Atlas radialCatalyst timber +more
Established Date
04-30-2018
Office Locations
1

Office Locations

-- Dallas TX

About Holman Wealth Management

HOLMAN WEALTH MANAGEMENT is a Dallas-based RIA offering portfolio management and financial planning for individuals focused on retirement and lifetime wealth goals. The firm emphasizes active risk adjustment—seeking opportunistic gains in favorable markets and shifting to defensive, capital-preservation positioning when risks rise rather than relying on static asset allocation. Advisor John Robert Holman holds CFP and CFA credentials; custody includes Charles Schwab.

Team overview

-- AVG AGE
$6.7M AVG AUM / ADVISOR
$447.6K AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age

Insights

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Asset Classes

Momentum Pioneer wave North value

Custodian

Zenith quantum Frontier capital Vital Signal value Vital Summit Insight element Fusion Horizon

Investment Themes

Peak peak Eagle north Fusion Ridge summit

Investment Vehicles

Vertex

Services

Prime eagle Peak Signal horizon Timber Value Legacy vector Harbor

Technology

Oak frontier Insight ridge Vertex Matrix

Owner & Executives

J

JOHN ROBERT HOLMAN

Chief Compliance Officer, Owner, President

CRD
#5592274
Ownership
75% or more
(229) 679-8411
element.atlas@northcapital.com
in linkedin.com/in/zenith-element

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $6,713,278 --
Non-Discretionary $0 --
Total $6,713,278 --

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Separately Managed Accounts

Total SMA Asset: $6,713,278

$6.7M Total SMA
Equity - Exchange:
50.3%
Cash:
23.1%
Public Funds:
26.6%
Asset class Assets Assets %
Equity - Exchange $1,850,329,873 50.3%
Cash $849,753,878 23.1%
Public Funds $978,504,466 26.6%
Total $3,678,588,217 100.0%

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