Updated:
Holland Capital Management
Holland Capital Management was founded by M. Chad Holland, a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), who built the firm...
Holland Capital Management
Holland Capital Management was founded by M. Chad Holland, a Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP), who built the firm on a fee-only fiduciary model. The firm operates from offices in Charlotte, NC, and Winter Park, FL, with a focus on wealth preservation and estate planning for individuals and families. The firm provides a structured wealth process that includes financial planning, retirement planning, investment management, trust advisory, insurance, and portfolio lending. Its investment approach seeks higher after-tax, risk-adjusted returns through active security selection and strategic cash management. Holland avoids mutual funds and relies on direct holdings evaluated continuously for risk efficiency. The firm conducts business solely on a fee basis and claims GIPS compliance. Holland Capital Management lists over a hundred locations across North Carolina, South Carolina, Florida, Georgia, Tennessee, and Virginia where it serves clients virtually and in person. Team structure revolves around M. Chad Holland, who coordinates specialists for tax, estate, and insurance work. The firm does not disclose AUM, total professionals, or any operating structure beyond the single advisory entity. The firm functions as a traditional RIA, not a family office serving a single lineage. Its structural differentiator is the integrated delivery of planning, trust, lending, and insurance under a single point of contact — Chad Holland — rather than disparate providers. No external public record links the firm to a concentrated family fortune.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Menlo Park
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).
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 family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: