HOLLAND ADVISORY SERVICES, INC.
CRD #136302 SEC #801-110617 ORMOND BEACH, FL 386-671-7526
SEC Registered
Total AUM
$263.5M
Discretionary
$263.5M
Employees
19
Clients
101
Accounts
1,024
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $263.5M | $263.5M | $0 | 19 | 15 |
| Jun 2025 | $263.5M | $263.5M | $0 | 19 | 15 |
| Mar 2025 | $263.5M | $263.5M | $0 | 19 | 15 |
| Feb 2025 | $263.5M | $263.5M | $0 | 19 | 15 |
| Aug 2024 | $232.5M | $232.5M | $0 | 13 | 29 |
| May 2024 | $232.5M | $232.5M | $0 | 13 | 29 |
| Feb 2024 | $232.5M | $232.5M | $0 | 13 | 29 |
| Jan 2024 | $185.1M | $185.1M | $0 | 14 | 18 |
| Oct 2023 | $185.1M | $185.1M | $0 | 14 | 18 |
| Mar 2023 | $185.1M | $185.1M | $0 | 14 | 18 |
| Mar 2022 | $212.3M | $212.3M | $0 | 14 | 12 |
| Mar 2022 | $212.3M | $212.3M | $0 | 14 | 12 |
| Sep 2021 | $189.5M | $189.5M | $0 | 13 | 19 |
| Mar 2021 | $189.5M | $189.5M | $0 | 13 | 19 |
| Jan 2021 | $137.7M | $137.7M | $0 | 9 | 40 |
| Jun 2020 | $137.7M | $137.7M | $0 | 9 | 40 |
| Mar 2020 | $159.8M | $159.8M | $0 | 11 | 40 |
| Mar 2019 | $136.7M | $136.7M | $0 | 10 | 42 |
| Jan 2019 | $139.6M | $139.6M | $0 | 10 | 74 |
| Mar 2018 | $139.6M | $139.6M | $0 | 10 | 74 |
| May 2017 | $119.9M | $119.9M | $0 | 10 | 500 |
| May 2017 | $119.9M | $119.9M | $0 | 10 | 500 |
| Apr 2012 | $52.9M | $52.9M | $0 | 11 | 200 |
| Mar 2012 | $52.9M | $52.9M | $0 | 11 | 200 |
| Feb 2012 | $52.9M | $52.9M | $0 | 11 | 200 |
| Mar 2011 | $45.5M | $45.5M | $0 | -- | -- |
| Dec 2010 | $42.5M | $42.4M | $135.2K | -- | -- |
| Aug 2010 | $42.5M | $42.4M | $135.2K | -- | -- |
| May 2010 | $42.5M | $42.4M | $135.2K | -- | -- |
| Jan 2010 | $42.5M | $42.4M | $135.2K | -- | -- |
| Sep 2008 | $27.9M | $27.3M | $617.1K | 10 | -- |
| Sep 2008 | $27.9M | $27.3M | $617.1K | 10 | -- |
| Nov 2007 | $27.4M | $23.9M | $3.5M | 10 | -- |
| Nov 2007 | $27.4M | $23.9M | $3.5M | 10 | -- |
| Oct 2007 | $27.4M | $23.9M | $3.5M | 10 | -- |
| Sep 2007 | $27.4M | $23.9M | $3.5M | 10 | -- |
DateDec 2025
Total AUM$263.5M
Discretionary$263.5M
Non-Disc.$0
Employees19
Clients15
DateJun 2025
Total AUM$263.5M
Discretionary$263.5M
Non-Disc.$0
Employees19
Clients15
DateMar 2025
Total AUM$263.5M
Discretionary$263.5M
Non-Disc.$0
Employees19
Clients15
DateFeb 2025
Total AUM$263.5M
Discretionary$263.5M
Non-Disc.$0
Employees19
Clients15
DateAug 2024
Total AUM$232.5M
Discretionary$232.5M
Non-Disc.$0
Employees13
Clients29
DateMay 2024
Total AUM$232.5M
Discretionary$232.5M
Non-Disc.$0
Employees13
Clients29
DateFeb 2024
Total AUM$232.5M
Discretionary$232.5M
Non-Disc.$0
Employees13
Clients29
DateJan 2024
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$0
Employees14
Clients18
DateOct 2023
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$0
Employees14
Clients18
DateMar 2023
Total AUM$185.1M
Discretionary$185.1M
Non-Disc.$0
Employees14
Clients18
DateMar 2022
Total AUM$212.3M
Discretionary$212.3M
Non-Disc.$0
Employees14
Clients12
DateMar 2022
Total AUM$212.3M
Discretionary$212.3M
Non-Disc.$0
Employees14
Clients12
DateSep 2021
Total AUM$189.5M
Discretionary$189.5M
Non-Disc.$0
Employees13
Clients19
DateMar 2021
Total AUM$189.5M
Discretionary$189.5M
Non-Disc.$0
Employees13
Clients19
DateJan 2021
Total AUM$137.7M
Discretionary$137.7M
Non-Disc.$0
Employees9
Clients40
DateJun 2020
Total AUM$137.7M
Discretionary$137.7M
Non-Disc.$0
Employees9
Clients40
DateMar 2020
Total AUM$159.8M
Discretionary$159.8M
Non-Disc.$0
Employees11
Clients40
DateMar 2019
Total AUM$136.7M
Discretionary$136.7M
Non-Disc.$0
Employees10
Clients42
DateJan 2019
Total AUM$139.6M
Discretionary$139.6M
Non-Disc.$0
Employees10
Clients74
DateMar 2018
Total AUM$139.6M
Discretionary$139.6M
Non-Disc.$0
Employees10
Clients74
DateMay 2017
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees10
Clients500
DateMay 2017
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees10
Clients500
DateApr 2012
Total AUM$52.9M
Discretionary$52.9M
Non-Disc.$0
Employees11
Clients200
DateMar 2012
Total AUM$52.9M
Discretionary$52.9M
Non-Disc.$0
Employees11
Clients200
DateFeb 2012
Total AUM$52.9M
Discretionary$52.9M
Non-Disc.$0
Employees11
Clients200
DateMar 2011
Total AUM$45.5M
Discretionary$45.5M
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$42.5M
Discretionary$42.4M
Non-Disc.$135.2K
Employees--
Clients--
DateAug 2010
Total AUM$42.5M
Discretionary$42.4M
Non-Disc.$135.2K
Employees--
Clients--
DateMay 2010
Total AUM$42.5M
Discretionary$42.4M
Non-Disc.$135.2K
Employees--
Clients--
DateJan 2010
Total AUM$42.5M
Discretionary$42.4M
Non-Disc.$135.2K
Employees--
Clients--
DateSep 2008
Total AUM$27.9M
Discretionary$27.3M
Non-Disc.$617.1K
Employees10
Clients--
DateSep 2008
Total AUM$27.9M
Discretionary$27.3M
Non-Disc.$617.1K
Employees10
Clients--
DateNov 2007
Total AUM$27.4M
Discretionary$23.9M
Non-Disc.$3.5M
Employees10
Clients--
DateNov 2007
Total AUM$27.4M
Discretionary$23.9M
Non-Disc.$3.5M
Employees10
Clients--
DateOct 2007
Total AUM$27.4M
Discretionary$23.9M
Non-Disc.$3.5M
Employees10
Clients--
DateSep 2007
Total AUM$27.4M
Discretionary$23.9M
Non-Disc.$3.5M
Employees10
Clients--