A complete list of active advisors currently associated with Holder & Company, Inc.

Warmer can help you find a great advisor at Holder & Company, Inc. or one who fits your needs even better.

Holder & Company, Inc. is a single-advisor independent registered investment adviser overseeing roughly $35.3 million for about 49 clients, primarily individual (non‑high‑net‑worth) investors. The firm provides portfolio management and related advisory services and commonly charges fees based on assets under management. According to the brochure, Holder & Company generally manages client accounts on a non‑discretionary basis (see Item 16), meaning clients retain ultimate trading authority while the adviser provides recommendations and ongoing oversight. The firm describes its investment methods and the risks of loss in Item 8 and conducts periodic account reviews as part of its portfolio management process. Notably, the brochure discloses reportable matters in Item 9, indicating the firm has had disclosure events, which is uncommon among independent advisers (reported by about 2.9% of peers). The combination of primarily non‑discretionary asset management and a disclosed disciplinary history is also atypical for firms of this type (only about 13.9% primarily non‑discretionary), which may affect how prospective clients evaluate oversight, decision-making authority, and suitability of services.

To learn more about the advisors currently working at Holder & Company, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.