About Holderness Investments CO
<p>Founded in 1995, Holderness Investments Co. works with high-net-worth, multi-generational families on long-term wealth planning and portfolio management.</p> <p>Headquartered in Greensboro with an office in Charlotte, the firm serves clients across the Piedmont Triad and the Charlotte metro area. Holderness Investments is a registered investment adviser (RIA) and a fee-based fiduciary.</p> <p>Client work includes custom investment management supported by in-house research and ongoing portfolio monitoring. The firm also handles financial planning, estate planning reviews, and income tax coordination, and often works alongside a client’s attorney and tax advisor so the plan stays consistent across accounts and legal documents.</p> <p>Holderness Investments reports $0.4B in assets under management (2026). A key differentiator is its focus on coordinated planning for families managing wealth across generations, with investment management tied directly to each household’s goals and risk tolerance.</p> <ul> <li>Registered investment adviser (RIA) and fee-based fiduciary</li> <li>Custom investment management with ongoing portfolio monitoring</li> <li>Financial planning, including estate planning reviews and tax coordination</li> <li>Collaboration with outside professionals (attorneys and tax advisors)</li> <li>Retirement plan consulting, including 3(21) investment advice</li> </ul>
Website: https://holdernessinvestments.com/
Founded: 1995
Office Locations
- Charlotte, NC
- Greensboro, NC (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $434.0M