Updated:
HOLISTIC CAPITAL
HOLISTIC CAPITAL was listed as registered with state securities authorities in the IAPD firm compilation observed on 2026-10-22, with approved registrations...
Overview
HOLISTIC CAPITAL was listed as registered with state securities authorities in the IAPD firm compilation observed on 2026-10-22, with approved registrations in MA. In Form ADV filed on 2024-12-25, it reported 1 employee; services including Financial planning, Portfolio management for individuals and small businesses; client categories including Banking or thrift institutions, Charitable organizations, Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Insurance companies, Other investment advisers, Pension and profit sharing plans, Sovereign wealth funds and foreign official institutions, State or municipal government entities; compensation arrangements including A percentage of assets under management, Hourly charges, Subscription fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. The feed lists only participating state authorities; it does not establish current registration status.
General information
Firm type
Registered Investment Adviser
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research HOLISTIC CAPITAL in Altss
Explore available research and relationship coverage for this adviser in Altss.