Holos Consulting Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
4
0% 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
4
LowAverage account size
$0
About
Holos Consulting Group serves asset owners — including high-net-worth individuals, family offices, foundations, and institutional investors — as well as asset managers and non-profits, with advisory services centered on environmental, social, and impact investing. Typical offerings include impact-investing strategy development (particularly in private markets), ESG integration across asset classes, investment diligence, and selection of third-party managers.
Holos delivers tailored, project-based consulting engagements that produce written recommendations, impact theses, market scans, and implementation guidance; engagements conclude when the agreed deliverables are delivered. The firm does not manage client assets, does not custody securities, and does not provide ongoing portfolio management or routine account reviews as part of its standard services.
Distinctively, Holos does not provide portfolio management for individual investors and does not charge percentage-of-assets fees, instead operating through negotiated project-fee arrangements with institutional and high-net-worth clients. The firm’s focus on private-market impact investing — including advising private fund managers on ESG integration and designing impact funds across market-rate and program-related return profiles — is an uncommon specialty for a firm of its size.
Client services
Selection of other advisers
Impact investing consultation
Expertise
ESG / Sustainable investing
Private / alternative investments
Fee options
Fee-only: Project-based fees typically ranging between $30,000 and $250,000 per engagement
Main office location
Holos Consulting Group, LLC
Boulder CO, United States
Number of offices
1
Most active in
Holos Consulting Group, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado
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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