# HOLMES INVESTMENT MANAGEMENT, INC.

HOLMES INVESTMENT MANAGEMENT, INC. of BROCKTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 123920
- Type: SEC-registered investment adviser
- Location: 839 PLEASANT STREET REAR, BROCKTON, MA, 02301
- Phone: 508-941-5888
- Latest filing: 2026-03-30
- Regulatory AUM: $49.5M
- Discretionary AUM: $49.5M
- Clients: 3
- Accounts: 129

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123920/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123920/similar
- Related entities: https://search.stillhousedata.com/firm/123920/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123920

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.