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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HOLLAND ADVISORY SERVICES, INC.

CRD 136302

ORMOND BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c0f52fcb-91a5-73a8-c0c0-62bee9d8bb84

Data as of Aug 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 28
Dated events: 3
On other graphs: 0
Observed: Feb 23, 2012 to Aug 5, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $308MItem 5.F on the latest filing (2026-08-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $308M
Private client RAUM: $308MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $28.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 17
Advisory employees: 10
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,060
Individual clients: 452
High net worth clients: 74
Custody, client assets: $21.1M
SEC number: 801-110617
CIK: 1890183
CRD: 136302
Filings on the tape: 28
First filed: Feb 23, 2012
Latest filed: Aug 5, 2026
Organised: Corporation, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DAVID DEAN HOLLAND	Certified Financial Planner\|Chartered Financial Consultant\|Personal Financial Specialist	ORMOND BEACH, FL	21	29	2	no
KALON MARK HOARD	Certified Financial Planner	ORMOND BEACH, FL	21	22	1	no
ANGELA ANN PINKERTON	Certified Financial Planner\|Chartered Financial Consultant	ORMOND BEACH, FL	16	32	n/a	no
Miranda Renee Mumma	Certified Financial Planner\|Chartered Financial Consultant	Ormond Beach, FL	6	12	n/a	no
Matthew David Sumrall	Certified Financial Planner	ORMOND BEACH, FL	5	17	n/a	no
Troy Denston	Chartered Financial Consultant	Ormond Beach, FL	2	10	n/a	no
Robert James Mara	n/a	ORMOND BEACH, FL	1	10	n/a	no
Jenny Marie Hinkle	n/a	Ormond Beach, FL	1	11	n/a	no
Beverly L Neel	n/a	Ormond Beach, FL	1	11	n/a	no
Anthony John Hayes	n/a	Ormond Beach, FL	1	12	1	no
ZACHARY SAMUEL HOLLAND	n/a	Ormond Beach, FL	0	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HOARD, KALON, MARK	President	Na	yes	09/2011	Feb 23, 2012	Aug 12, 2024
HOLLAND FINANCIAL INC.	Owner	E	yes	01/2010	Feb 23, 2012	Aug 12, 2024
HOLLAND, DAVID, DEAN	Owner	E	yes	01/2010	Feb 23, 2012	Aug 12, 2024
HOLLAND, DAVID, DEAN	Ceo	Na	yes	07/1997	Feb 23, 2012	Aug 12, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
HOLLAND INSURANCE SERVICES, INC.	n/a	n/a	n/a	N	yes	n/a
HOLLAND, TACINELLI, CPAS, P.A.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 10 of 11

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 25, 2026	$308M	$308M	17	10	0	n/a	n/a
2024	Mar 13, 2025	$264M	$264M	19	11	0	n/a	n/a
2023	Feb 23, 2024	$233M	$233M	13	7	0	n/a	n/a
2022	Mar 27, 2023	$185M	$185M	14	7	0	n/a	n/a
2021	Mar 14, 2022	$212M	$212M	14	7	0	n/a	n/a
2020	Mar 25, 2021	$190M	$190M	13	7	0	n/a	n/a
2019	Mar 17, 2020	$160M	$160M	11	8	0	n/a	n/a
2018	Mar 27, 2019	$137M	$137M	10	7	0	n/a	n/a
2017	Mar 16, 2018	$140M	$140M	10	7	0	n/a	n/a
2011	Feb 23, 2012	$52.9M	$52.9M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$308M	$264M	16.7%	$185M	18.5%	17	19	0	0

Relationships

Registered with (24)

← ZACHARY SAMUEL HOLLANDAdvisorregistration: current employment
Jun 26, 2026 to presentfactForm ADV
← Anthony John HayesAdvisorregistration: current employment
Jan 22, 2025 to presentfactForm ADV
← Beverly L NeelAdvisorregistration: current employment
Jan 16, 2025 to presentfactForm ADV
← Jenny Marie HinkleAdvisorregistration: current employment
Jan 2, 2025 to presentfactForm ADV
← Robert James MaraAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Troy DenstonAdvisorregistration: current employment
May 15, 2024 to presentfactForm ADV
← Matthew David SumrallAdvisorregistration: current employment
May 11, 2021 to presentfactForm ADV
← Miranda Renee MummaAdvisorregistration: current employment
Sep 20, 2019 to presentfactForm ADV
← ANGELA ANN PINKERTONAdvisorregistration: current employment
Jul 21, 2010 to presentfactForm ADV
← DAVID DEAN HOLLANDAdvisorregistration: current employment
Aug 23, 2005 to presentfactForm ADV
← KALON MARK HOARDAdvisorregistration: current employment
Aug 23, 2005 to presentfactForm ADV
← Jeremiah Christian CroninAdvisorregistration: previous registration
Jul 21, 2022 to May 19, 2023factForm ADV
← THOMAS JAMES CLAUDAdvisorregistration: previous registration
May 8, 2015 to Sep 19, 2016factForm ADV
← BRUCE ANDREW HEARONAdvisorregistration: previous registration
Feb 19, 2010 to Apr 25, 2012factForm ADV
← SUNITA GEORGEAdvisorregistration: previous registration
May 24, 2010 to Apr 25, 2012factForm ADV
← ANDREW WILLIAM THRASHERAdvisorregistration: previous registration
Oct 13, 2009 to Oct 10, 2011factForm ADV
← DARYL R FUCHSAdvisorregistration: previous registration
Feb 27, 2008 to May 20, 2011factForm ADV
← CHRISTOPHER ALAN PATTERSONAdvisorregistration: previous registration
May 20, 2010 to May 4, 2011factForm ADV
← DINA LYNN MARUAdvisorregistration: previous registration
Dec 14, 2009 to Feb 25, 2011factForm ADV
← Catherine A ReillyAdvisorregistration: previous registration
Aug 16, 2010 to Feb 24, 2011factForm ADV
← Matthew ZuberAdvisorregistration: previous registration
Feb 9, 2009 to Feb 24, 2011factForm ADV
← ALEX MANUEL NEGRONAdvisorregistration: previous registration
Jul 31, 2009 to Mar 2, 2010factForm ADV
← BETH WATTS DOMINGUEZAdvisorregistration: previous registration
Aug 23, 2005 to Mar 2, 2010factForm ADV
← MICHAEL EMMETT WILLIAMSAdvisorregistration: previous registration
Jul 30, 2008 to Sep 21, 2009factForm ADV

Controls (3)

← HOLLAND, DAVID, DEANOwnerOWNER, ownership code E, individual
Feb 23, 2012 to Aug 12, 2024factForm ADV
← HOARD, KALON, MARKOwnerPRESIDENT, ownership code NA, individual
Feb 23, 2012 to Aug 12, 2024factForm ADV
← HOLLAND FINANCIAL INC.OwnerOWNER, ownership code E, domestic entity
Feb 23, 2012 to Aug 12, 2024factForm ADV

Dated events

Occurred
May 19, 2023
Advisor changed firm
Jeremiah Christian Cronin left Holland Advisory Services, Inc. for Keyes, Stange & Wooten Wealth Management, Llc (registered 2023-08-18)
Form ADVobserved 4 days ago
Occurred
Jan 28, 2021
Control person left
Johnelle Erika Barger (Chief Compliance Officer) no longer on Schedule A of Holland Advisory Services, Inc. (listed 2020-06-30, absent 2021-01-28)
Form ADVobserved 4 days ago
Occurred
May 11, 2017
First Form ADV filing
Holland Advisory Services, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c0f52fcb-91a5-73a8-c0c0-62bee9d8bb84
First observed: Feb 23, 2012
Last observed: Aug 5, 2026 45 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HOLLAND ADVISORY SERVICES, INC.

CRD 136302

ORMOND BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c0f52fcb-91a5-73a8-c0c0-62bee9d8bb84

Data as of Aug 5, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:36 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DAVID DEAN HOLLAND

Certified Financial Planner|Chartered Financial Consultant|Personal Financial Specialist

ORMOND BEACH, FL

KALON MARK HOARD

Certified Financial Planner

ORMOND BEACH, FL

ANGELA ANN PINKERTON

Certified Financial Planner|Chartered Financial Consultant

ORMOND BEACH, FL

n/a

Miranda Renee Mumma

Certified Financial Planner|Chartered Financial Consultant

Ormond Beach, FL

n/a

Matthew David Sumrall

Certified Financial Planner

ORMOND BEACH, FL

n/a

Troy Denston

Chartered Financial Consultant

Ormond Beach, FL

n/a

Robert James Mara

n/a

ORMOND BEACH, FL

n/a

Jenny Marie Hinkle

n/a

Ormond Beach, FL

n/a

Beverly L Neel

n/a

Ormond Beach, FL

n/a

Anthony John Hayes

n/a

Ormond Beach, FL

ZACHARY SAMUEL HOLLAND

n/a

Ormond Beach, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HOARD, KALON, MARK

President

yes

09/2011

Feb 23, 2012

Aug 12, 2024

HOLLAND FINANCIAL INC.

Owner

yes

01/2010

Feb 23, 2012

Aug 12, 2024

HOLLAND, DAVID, DEAN

Owner

yes

01/2010

Feb 23, 2012

Aug 12, 2024

HOLLAND, DAVID, DEAN

Ceo

yes

07/1997

Feb 23, 2012

Aug 12, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

HOLLAND INSURANCE SERVICES, INC.

n/a

yes

n/a

HOLLAND, TACINELLI, CPAS, P.A.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 25, 2026

$308M

n/a

2024

Mar 13, 2025

$264M

n/a

2023

Feb 23, 2024

$233M

n/a

2022

Mar 27, 2023

$185M

n/a

2021

Mar 14, 2022

$212M

n/a

2020

Mar 25, 2021

$190M

n/a

2019

Mar 17, 2020

$160M

n/a

2018

Mar 27, 2019

$137M

n/a

2017

Mar 16, 2018

$140M

n/a

2011

Feb 23, 2012

$52.9M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$308M

$264M

16.7%

$185M

18.5%