# HOLISTIC CAPITAL

HOLISTIC CAPITAL of BOSTON, MA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 332028
- Type: SEC-registered investment adviser
- Location: 68 HARRISON AVE, BOSTON, MA, 02111
- Phone: 954-459-1724
- Latest filing: 2024-12-25
- Clients: 1

## Business model

- Compensation: % of AUM, Hourly, Subscription
- Clients served: Individuals, High net worth, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/332028/brochure
- Similar advisers: https://search.stillhousedata.com/firm/332028/similar
- Related entities: https://search.stillhousedata.com/firm/332028/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/332028

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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.