Updated:
Holland Capital Management
Holland Capital Management provides comprehensive wealth management for entrepreneurs and high net worth individuals and families. Services include financial...
Holland Capital Management
Holland Capital Management provides comprehensive wealth management for entrepreneurs and high net worth individuals and families. Services include financial and retirement planning, investment management designed for higher after-tax risk-adjusted returns, trust advisory, life insurance, and portfolio lending. A multi-disciplinary team of specialists is coordinated through a single point of contact, with a focus on capital preservation as well as growth and fiduciary advice.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Charlotte
Corporate office
Menlo Park, CA, United States
Additional offices
Charlotte, NC · Winter Park, FL · New York, NY
Principals
M. Chad Holland
CFA, CFP – lead wealth manager
Sector focus
Frequently asked questions
Who runs investment decisions at Holland Capital Management?
M. Chad Holland, CFA, CFP, is the lead wealth manager and coordinates all investment, planning, and advisory services. He has over 25 years of experience and holds both the CFA and CFP credentials (per firm website).
What investment approach does the firm use?
Holland Capital Management uses active, direct-stock management rather than mutual funds. It aims for risk-efficient, after-tax returns by holding cash equivalents during volatility and switching out assets when conditions change (per firm website).
What services does Holland Capital Management offer?
Services include financial planning, retirement planning, investment management, trust advisory, life insurance, and portfolio lending. All are coordinated through Chad Holland as a single point of contact.
Where does the Holland Capital Management team operate?
The firm lists physical offices in Charlotte, NC and Winter Park, FL, and serves clients across North Carolina, South Carolina, Florida, Georgia, Tennessee, and Virginia (per firm website).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: