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Holland Capital Management
Holland Management is an SEC-registered investment adviser in Charlotte, NC. The firm manages approximately $65 million in regulatory assets.
Holland Capital Management
Holland Management is an SEC-registered investment adviser in Charlotte, NC. The firm manages approximately $65 million in regulatory assets. It has 1 employee and 1 investment adviser.
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).
Does Holland Capital Management operate as a family office?
No. The firm presents itself as a fiduciary RIA serving multiple high-net-worth clients, not a single-family office. It provides family office-style services including trust advisory, estate planning, and portfolio lending.
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).
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