Holman Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,713,278
Clients
15
27% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
15
TypicalAverage account size
$447,552
About
The firm provides discretionary investment management and comprehensive financial planning to individuals (including high‑net‑worth clients), employer‑sponsored retirement plans, and other entities. It also offers a staged Essential Financial Progression Program for beginning investors, employee benefit plan advisory, model‑portfolio solutions, and periodic educational seminars and speaking engagements.
Its investment process blends a cyclical, top‑down macro analysis with bottom‑up security selection and active sector/style rotation, implemented mainly with ETFs, mutual funds, bonds, and individual equities. Uncommonly for peers, the firm may employ borrowing and derivatives in separately managed accounts and uses options strategies (including covered calls and long calls/puts), while also delegating strategies to third‑party model providers and outside managers when appropriate.
Distinctive features include the firm’s explicit pathway for beginning investors that graduates clients into full management once investable assets reach $50,000, and a regular emphasis on public education through seminars and speaking engagements—services that are relatively rare among similar independent advisers. The principal holds advanced professional credentials in both financial planning and investment analysis, and the practice is organized to maintain close, discretionary oversight of a small client roster.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Active portfolio management
Options & derivatives strategies
Cash flow / budgeting
Business exit / sale strategy
Occupation focus
Founder/Business Owner
Fee options
EFPP upfront digital financial plan fee of $325; Comprehensive Financial Planning upfront fee of $500
$0 - $500,000: 1.00% $500,001 - $5,000,000: 0.95% $5,000,001 - $12,000,000: 0.90% $12,000,001+: 0.85%
EFPP $30/month advisory fee; Comprehensive Financial Planning quarterly advisory fee on assets under advisement, same as investment management fee tiers
Account minimum: $50,000
Main office location
Holman Wealth Management
Dallas TX, United States
Number of offices
1
Most active in
Holman Wealth Management has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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