Holben Group

Holben Group

Holben Group was founded in 2006 in Denver, establishing a wealth management practice oriented toward local and regional clients rather than national or institutional scale. The firm is organized as a registered investment adviser under US securities law, providing financial planning and discretionary portfolio management. Its client base includes individuals, high-net-worth households, and small-to-midsize business owners across Colorado and neighboring states. The firm's investment approach centers on traditional asset-class exposure — equities, fixed income, and cash management — delivered through separately managed accounts and financial-planning engagements. Holben Group does not operate pooled investment vehicles, nor does it appear to participate in direct private-company investments, GP commitments, or real-asset syndications based on its regulatory filings and public disclosures. Its strategy reflects a fiduciary-model advisory shop rather than a deal-oriented family office. Holben Group operates a single-office structure in Denver with a lean professional team, characteristic of boutique RIAs serving a concentrated geographic market. The firm's public footprint is minimal — it maintains no LinkedIn presence, publishes no thought leadership, and discloses no AUM figure through public filings or third-party databases. This opacity is consistent with a sub-$100 million advisory practice that sources clients through local professional networks, CPAs, and attorney referrals rather than institutional marketing or platform distribution. Structurally, Holben Group differs from the multi-family offices and institutionally backed RIAs that dominate industry coverage. It is a Main Street advisory practice — independent, privately held, and anchored to a single metro market. Its governance and succession structure are not publicly documented, which is typical for owner-operated RIAs of this size.