Holistic Finance LLC
SEC RegisteredReuniting Value with Values
About the firm
Holistic Finance is an independent asset management company and SEC Registered Investment Advisor that stewards capital with intention, applying modern portfolio theory with an added focus on impact. The firm offers values-aligned direct index portfolios and comprehensive financial planning, identifying 'best-in-category' companies industry by industry to align clients' capital with their financial goals and social and environmental values.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset management, values-aligned direct index portfolios, private placements, and Comprehensive Financial Planning under the guidance of a Certified Financial Planner. The firm also offers traditional investment strategies under its management.
Who they serve
Those who want to invest in a flourishing future for themselves and all people and life on earth, and who seek to align their investments with social and environmental values.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 197 | $5.9M |
| High Net Worth Individuals | 1 | $1.9M |
198 total clients reported on Form ADV.
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5,000,000 | 1.00% |
| Next $10,000,000 | 0.75% |
| Subsequent amounts | 0.50% |
Data as of April 27, 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. Holistic Finance LLC 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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