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
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARSON, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| CARSON, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| CARSON, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| CARSON, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| CARSON, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| CARSON, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| CARSON, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| CARSON, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| CARSON, KIM, CUMMINGS | I | ASSISTANT PORTFOLIO MGR. | NA | Control |
| CARSON, KIM, CUMMINGS | I | ASSISTANT PORTFOLIO MGR. | NA | Control |
| CARSON, KIM, CUMMINGS | I | ASSISTANT PORTFOLIO MGR. | NA | Control |
| CARSON, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| CARSON, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| CARSON, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| CARSON, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| CARSON, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| CARSON, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| CARSON, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| CARSON, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| CARSON, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| HOLDERNESS, RICHARD, THURSTON | I | PRESIDENT | E | Control |
| EDER, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| EDER, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| EDER, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| EDER, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| EDER, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| CARSON, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| CARSON, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| CARSON, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| CARSON, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| CARSON, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| CUMMINGS, KIM, RENEE | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| CUMMINGS, KIM, RENEE | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| CUMMINGS, KIM, RENEE | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| CUMMINGS, KIM, RENEE | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| EDER, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| EDER, KIM, CUMMINGS | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (6)
FL LA NC SC TX VA
Address
2102 N. ELM STREETSUITE C
GREENSBORO, NC 27408
United States
Phone: 336-574-1400