Holderness Investments Co
Holderness Investments Co is an SEC-registered wealth manager in Greensboro, NC with $660.7M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Holderness Investments Co: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106530, SEC 801-49875, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $660.7M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Greensboro, NC
- Employees
- 8
- Clients
- 339
- CRD
- 106530
- Ownership
- HOLDERNESS, RICHARD, THURSTON; CARSON, KIM, CUMMINGS; CUMMINGS, KIM, RENEE; EDER, KIM, CUMMINGS
How much AUM does Holderness Investments Co have?
Holderness Investments Co reported $660.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Holderness Investments Co?
Disclosed owners and executives of Holderness Investments Co include HOLDERNESS, RICHARD, THURSTON, CARSON, KIM, CUMMINGS, CUMMINGS, KIM, RENEE, EDER, KIM, CUMMINGS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.