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- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-30-2018
- Office Locations
- 1
Office Locations
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.
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 1 advisory representatives and 15 clients, or 15 clients per representative. That equates to $447.6K in reported AUM per client.
The profile lists 1 reported office location and 8 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
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
JOHN ROBERT HOLMAN
Chief Compliance Officer, Owner, President
- CRD
- #5592274
- Ownership
- 75% or more
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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
SMA allocation detail is available
Holman Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.