# HOLMAN INVESTMENTS AND PLANNING, LLC

HOLMAN INVESTMENTS AND PLANNING, LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 141673
- Type: SEC-registered investment adviser
- SEC file number: 801-68714
- Location: 2795 EAST COTTONWOOD PARKWAY, SUITE 600, SALT LAKE CITY, UT, 84121
- Phone: 801-365-0101
- Latest filing: 2012-09-10
- Regulatory AUM: $70.8M
- Discretionary AUM: $53.4M
- Non-discretionary AUM: $17.4M
- Clients: 1
- Accounts: 128

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| HOLMAN GERALD GARTH | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/141673/brochure
- Similar advisers: https://search.stillhousedata.com/firm/141673/similar
- Related entities: https://search.stillhousedata.com/firm/141673/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/141673

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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.