HOLMES INVESTMENT MANAGEMENT, INC.

HOLMES INVESTMENT MANAGEMENT, INC. of BROCKTON, MA is an SEC-registered investment adviser (CRD 123920). Regulatory assets under management: $49.5M.

Registration

• CRD: 123920
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123920 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search