HOLDERNESS INVESTMENTS CO
CRD #106530 SEC #801-49875 GREENSBORO, NC 336-574-1400
SEC Registered
Total AUM
$621M
Discretionary
$596.7M
Employees
8
Clients
26
Accounts
750
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $621M | $596.7M | $24.4M | 8 | 37 |
| Aug 2024 | $510.8M | $486.1M | $24.8M | 6 | 33 |
| Mar 2024 | $510.8M | $486.1M | $24.8M | 6 | 33 |
| Nov 2023 | $346.7M | $327.2M | $19.5M | 6 | 9 |
| Mar 2023 | $346.7M | $327.2M | $19.5M | 6 | 9 |
| Mar 2022 | $434M | $416.8M | $17.2M | 6 | 9 |
| Mar 2021 | $346.6M | $340.2M | $6.3M | 6 | 0 |
| Jun 2020 | $313.4M | $306.1M | $7.3M | 6 | 0 |
| Mar 2020 | $313.4M | $306.1M | $7.3M | 6 | 0 |
| Mar 2019 | $257.5M | $256.2M | $1.3M | 6 | 0 |
| May 2018 | $264.1M | $263.6M | $565K | 5 | 0 |
| Mar 2018 | $264.1M | $263.6M | $565K | 5 | 0 |
| Nov 2017 | $250.2M | $242.1M | $8.1M | 7 | 506 |
| Mar 2017 | $250.2M | $242.1M | $8.1M | 7 | 222 |
| Mar 2016 | $116.4M | $111.6M | $4.8M | 5 | 129 |
| Mar 2015 | $123.5M | $122.5M | $996.7K | 5 | 129 |
| Dec 2014 | $115.5M | $115M | $431.1K | 5 | 236 |
| Mar 2014 | $115.5M | $115M | $431.1K | 5 | 236 |
| Mar 2013 | $97.7M | $97.3M | $397.9K | 5 | 236 |
| May 2012 | $96.8M | $96.2M | $593.4K | 1 | 236 |
| Mar 2012 | $96.8M | $96.2M | $593.4K | 1 | 236 |
| Dec 2011 | $101M | $99.9M | $1M | 1 | 101 |
| Mar 2011 | $101M | $99.9M | $1M | 5 | -- |
| Mar 2009 | $88.5M | $83.4M | $5.1M | 5 | -- |
| Mar 2009 | $88.5M | $83.4M | $5.1M | 5 | -- |
| Mar 2008 | $176.1M | $172.1M | $4M | 5 | -- |
| Mar 2007 | $179.1M | $175.1M | $4M | 5 | -- |
| Feb 2006 | $165.2M | $162M | $3.2M | 5 | -- |
| Dec 2005 | $173M | $169M | $4.1M | 5 | -- |
| Mar 2004 | $171.3M | $167.2M | $4M | 5 | -- |
| Apr 2002 | $171.6M | $170M | $1.6M | 5 | -- |
| Mar 2002 | $152.4M | $151.9M | $443.5K | 5 | -- |
DateMar 2025
Total AUM$621M
Discretionary$596.7M
Non-Disc.$24.4M
Employees8
Clients37
DateAug 2024
Total AUM$510.8M
Discretionary$486.1M
Non-Disc.$24.8M
Employees6
Clients33
DateMar 2024
Total AUM$510.8M
Discretionary$486.1M
Non-Disc.$24.8M
Employees6
Clients33
DateNov 2023
Total AUM$346.7M
Discretionary$327.2M
Non-Disc.$19.5M
Employees6
Clients9
DateMar 2023
Total AUM$346.7M
Discretionary$327.2M
Non-Disc.$19.5M
Employees6
Clients9
DateMar 2022
Total AUM$434M
Discretionary$416.8M
Non-Disc.$17.2M
Employees6
Clients9
DateMar 2021
Total AUM$346.6M
Discretionary$340.2M
Non-Disc.$6.3M
Employees6
Clients0
DateJun 2020
Total AUM$313.4M
Discretionary$306.1M
Non-Disc.$7.3M
Employees6
Clients0
DateMar 2020
Total AUM$313.4M
Discretionary$306.1M
Non-Disc.$7.3M
Employees6
Clients0
DateMar 2019
Total AUM$257.5M
Discretionary$256.2M
Non-Disc.$1.3M
Employees6
Clients0
DateMay 2018
Total AUM$264.1M
Discretionary$263.6M
Non-Disc.$565K
Employees5
Clients0
DateMar 2018
Total AUM$264.1M
Discretionary$263.6M
Non-Disc.$565K
Employees5
Clients0
DateNov 2017
Total AUM$250.2M
Discretionary$242.1M
Non-Disc.$8.1M
Employees7
Clients506
DateMar 2017
Total AUM$250.2M
Discretionary$242.1M
Non-Disc.$8.1M
Employees7
Clients222
DateMar 2016
Total AUM$116.4M
Discretionary$111.6M
Non-Disc.$4.8M
Employees5
Clients129
DateMar 2015
Total AUM$123.5M
Discretionary$122.5M
Non-Disc.$996.7K
Employees5
Clients129
DateDec 2014
Total AUM$115.5M
Discretionary$115M
Non-Disc.$431.1K
Employees5
Clients236
DateMar 2014
Total AUM$115.5M
Discretionary$115M
Non-Disc.$431.1K
Employees5
Clients236
DateMar 2013
Total AUM$97.7M
Discretionary$97.3M
Non-Disc.$397.9K
Employees5
Clients236
DateMay 2012
Total AUM$96.8M
Discretionary$96.2M
Non-Disc.$593.4K
Employees1
Clients236
DateMar 2012
Total AUM$96.8M
Discretionary$96.2M
Non-Disc.$593.4K
Employees1
Clients236
DateDec 2011
Total AUM$101M
Discretionary$99.9M
Non-Disc.$1M
Employees1
Clients101
DateMar 2011
Total AUM$101M
Discretionary$99.9M
Non-Disc.$1M
Employees5
Clients--
DateMar 2009
Total AUM$88.5M
Discretionary$83.4M
Non-Disc.$5.1M
Employees5
Clients--
DateMar 2009
Total AUM$88.5M
Discretionary$83.4M
Non-Disc.$5.1M
Employees5
Clients--
DateMar 2008
Total AUM$176.1M
Discretionary$172.1M
Non-Disc.$4M
Employees5
Clients--
DateMar 2007
Total AUM$179.1M
Discretionary$175.1M
Non-Disc.$4M
Employees5
Clients--
DateFeb 2006
Total AUM$165.2M
Discretionary$162M
Non-Disc.$3.2M
Employees5
Clients--
DateDec 2005
Total AUM$173M
Discretionary$169M
Non-Disc.$4.1M
Employees5
Clients--
DateMar 2004
Total AUM$171.3M
Discretionary$167.2M
Non-Disc.$4M
Employees5
Clients--
DateApr 2002
Total AUM$171.6M
Discretionary$170M
Non-Disc.$1.6M
Employees5
Clients--
DateMar 2002
Total AUM$152.4M
Discretionary$151.9M
Non-Disc.$443.5K
Employees5
Clients--