SourcingSourcing

HOLLAND ADVISORY SERVICES, INC.

C32
CRD 136302·SEC 801-110617·ORMOND BEACH, FL
AUM
$307.7M
$100M-$500M
Est. Revenue
$3.1M
@ 1% on AUM
Est. EBITDA
$923K
@ 30% margin
Est. Deal Value
$7.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
HOLLAND ADVISORY SERVICES, INC.
CRD
136302
SEC file #
801-110617
EIN
593889161
DBA names
—

Economics

AUM
$307.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$136.7M → $307.7M▲ +125%
Client mix
Individuals Other452
Individuals High Net Worth74
Pension Profit Sharing Plans1

Operations

Employees (total)
17
Advisory staff (per ADV)
10
Advisory staff (5-yr trend)
'20'26
7 advisors → 10 advisors▲ +43%
Primary office
ORMOND BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/25/2026
ADV-W filed at
—
Website
x.com/planstronger

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HOLLAND FINANCIAL INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
HOLLAND FINANCIAL INC.
HOARD, KALON, MARK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:holland.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
32
Form 5500 Total Compensation
41,054
Form 5500 Compensation Trajectory 3y
202541,054
20240
Form 5500 Plan Count Trajectory 3y
20241
20251
Schedule C Total Compensation
41,054
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001890183
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-01-28
Edgar Last Filing Date
2026-04-07
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-07
Accession0001890183-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
10
Bc Firm IAR Count
10
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
700 WEST GRANADA BOULEVARDORMOND BEACH, FL 32174
Business
700 WEST GRANADA BOULEVARDORMOND BEACH, FL 32174
Edgar EIN
593889161
Edgar Recent Filings
13F-HR2026-04-07 · 0001890183-26-000002
13F-HR2026-01-12 · 0001890183-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (10)

10
HOARD, KALON, MARK
IAR · Executive Officer · 2.5%
4182008
HOLLAND, DAVID, DEAN
IAR · Executive Officer · 2.5%
2612007
Matthew David Sumrall
IAR
7363901
Miranda Renee Mumma
IAR
7179758
Beverly L Neel
IAR
8007780
Jenny Marie Hinkle
IAR
8000854
Anthony John Hayes
IAR
7879952
Robert James Mara
IAR
6622317
Troy Denston
IAR
7798486
ANGELA ANN PINKERTON
IAR
2489091