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HOLDERNESS INVESTMENTS CO
CRD 106530 · SEC 801-49875
2102 N. ELM STREET, SUITE C, GREENSBORO, NC, 27408, United States
Phone
336-574-1400
Fax
336-574-1441
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$660.7M
Discretionary AUM
$641.6M
Team
8 total employees; 6 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 231 | $115.2M |
| High net worth individuals | 93 | $498.0M |
| Pension/profit sharing plans | 10 | $18.1M |
| Corporations/business entities | 5 | $9.9M |
States served
NC, SC, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD