HOLDERNESS INVESTMENTS CO

HOLDERNESS INVESTMENTS CO of GREENSBORO, NC is an SEC-registered investment adviser (CRD 106530). Regulatory assets under management: $660.7M.

Registration

• CRD: 106530
• SEC file number: 801-49875
• Type: Registered investment adviser
• Location: 2102 N. ELM STREET, SUITE C, GREENSBORO, NC, 27408
• Phone: 336-574-1400
• Latest filing: 2026-03-30
• Regulatory AUM: $660.7M
• Discretionary AUM: $641.6M
• Non-discretionary AUM: $19.1M
• Clients: 8
• Accounts: 778

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 106530 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search