Holden Family Office, Llc
State-registered
Multi-Family Office · Boutique (under $100M)
CRD 324597
·
· www.holdenfamilyoffices.com
☆ Save with Pro
ADV data as of Apr 08, 2026
- Regulatory AUM
- $39.9M
- Discretionary
- $39.9M
- Clients
- 60
- Avg AUM / client
- $665K
- Accounts
- 135
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 33 | $7.6M | 19.1% |
| High net worth individuals | 21 | $30.2M | 75.7% |
| Corporations and other businesses | 6 | $2.1M | 5.22% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Tyler David Kiepke | Registered representative | Aug 2024 (2y) | ||
| Sean Holden Meunier | Registered representative | Nov 2025 (1y) | ||
| Joel Micah Braswell | Registered representative | Feb 2026 (0y) | ||
| Christopher Conrad Champion | Registered representative | Mar 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/08/2026 | 984 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $39.9M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 08, 2026.
View current Form ADV (SEC/IAPD) ↗