Data / Investment advisers / Florida / The Holland Group, Retirement Wealth Advisors, LLC
The Holland Group, Retirement Wealth Advisors, LLC, Clearwater, FL: $286 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
The Holland Group, Retirement Wealth Advisors, LLC is an SEC registered investment adviser with its main office in Clearwater, Florida and reports $286 million in regulatory assets under management in its Form ADV filed March 18, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management.
The request: Watch The Holland Group, Retirement Wealth Advisors, LLC (CRD number 326421): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 326421
- SEC file number
- 801-128805
- SEC status
- Approved, effective October 24, 2023
- Main office
- 2637 MC Cormick Drive Suite 101, Clearwater, FL 33759
- Phone
- (727) 734-3334
- Website
- thehollandgrp.com
- Regulatory AUM
- $286,055,234 in the Form ADV filed March 18, 2026
- Discretionary AUM
- $286,055,234
- Accounts
- 1,811
- Employees
- 10, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 706 | $200.9 million |
| High net worth individuals | 38 | $81.5 million |
| Pension and profit sharing plans | 11 | $3.7 million |
| Corporations or other businesses | Fewer than 5 | $500 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $286.1 million | March 18, 2026 |
| December 1, 2025 | $215.2 million | April 11, 2025 |
Other advisers in Clearwater
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Indivisible Partners | Clearwater | $2.08 billion | Not listed | adviserinfo.sec.gov |
| Provise Management Group, LLC | Clearwater | $2.03 billion | Not listed | adviserinfo.sec.gov |
| Flaharty Asset Management, LLC | Clearwater | $901.6 million | Not listed | adviserinfo.sec.gov |
| Deuterium Capital Management, LLC | Clearwater | $603.7 million | 2 | adviserinfo.sec.gov |
| Noble Family Wealth | Clearwater | $527.5 million | Not listed | adviserinfo.sec.gov |
| Successful Portfolios LLC | Clearwater | $281.5 million | 3 | adviserinfo.sec.gov |
| Chronos Wealth Management, L.L.C. | Clearwater | $274 million | Not listed | adviserinfo.sec.gov |
| Agis Management LLC | Clearwater | $220.2 million | 1 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Clearwater, FL
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- The Holland Group, Retirement Wealth Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.