# Holland Capital Management

Holland Capital Management is a RIA based in Charlotte, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** Menlo Park, CA, United States
- **Assets under management:** Undisclosed
- **Website:** hollandcapitalgroup.com
- **LinkedIn:** https://www.linkedin.com/company/holland-mgmt

## Regulatory record

- **CRD number:** 304886
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304886

## About

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.

## Sectors

- Financial Planning
- Estate Planning
- Retirement Planning
- Insurance

## Offices

- Charlotte, NC
- Winter Park, FL
- New York, NY

## People

- M. Chad Holland — CFA, CFP – lead wealth manager

## 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).

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Last updated: 2026-08-11T15:06:57.816Z

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