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HOLLAND ADVISORY SERVICES, INC.

ORMOND BEACH, FL · CRD 136302 · IAPD ↗ · 386-671-7526

$307.7MRegulatory AUM
10Advisory reps
17Employees
16Clients
101-250Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — HOLLAND ADVISORY SERVICES, INC. notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
January 2026 — HOLLAND ADVISORY SERVICES, INC. notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — HOLLAND ADVISORY SERVICES, INC. notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
March 2025 — HOLLAND ADVISORY SERVICES, INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
72
March 2025 — HOLLAND ADVISORY SERVICES, INC. grew from 7 to 11 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
September 2024 — HOLLAND ADVISORY SERVICES, INC. notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
March 2024 — HOLLAND ADVISORY SERVICES, INC. reported RAUM up 26% ($185.1M -> $232.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2024 — HOLLAND ADVISORY SERVICES, INC. notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.