HOLMES FINANCIAL MANAGEMENT CO., LLC
SEC Form ADV profile.
Total regulatory AUM
—
Discretionary
—
Non-discretionary
—
Firm details
- CRD number
- 344635
- SEC file number
- 802-137656
- Main office
- HOUSTON, TX, United States
- SEC status
- ERA - Active
- Website
- https://www.holmes-financial.com
- Fee structure
- Not reported
As of November 2026.