Holderness Investments Co
SEC RegisteredLong-Term Financial Partners for Generations to Come
About the firm
At Holderness Investments, we design personalized wealth management solutions made to create lasting value for our clients. As a registered investment adviser, we uphold a fiduciary responsibility, prioritizing our clients' interests above all else. Since 1995, we've been committed to helping clients achieve their long-term financial goals through investment strategies tailored to their individual needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Custom investment management, comprehensive financial planning, estate planning review, and income tax coordination. Services include in-house research of individual stocks and investments, portfolio monitoring, personalized financial plans covering savings and spending strategies during retirement, coordination with attorneys and CPAs for estate and tax planning, and collaboration with other financial professionals for a coordinated solution.
Who they serve
High-Net-Worth multi-generational families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 231 | $115M |
| High Net Worth Individuals | 93 | $498M |
| Charitable Organizations | 10 | $18M |
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Holderness Investments Co has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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