# Holderness Investments CO
Source: https://planprovider.pro/provider/holderness-investments-co

> Founded in 1995, Holderness Investments Co. works with high-net-worth, multi-generational families on long-term wealth planning and portfolio management. Hea…

Retirement Plan Advisor

Greensboro, NC

## 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/](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

## Other Retirement Plan Advisors in NC

- [Sageview Advisory Group](https://planprovider.pro/provider/sageview-advisory-group) - Newport Beach, CA

- [Raymond James Financial](https://planprovider.pro/provider/raymond-james-financial-inc) - St. Petersburg, FL

- [Captrust](https://planprovider.pro/provider/captrust) - Raleigh, NC

- [Eastover Capital Management](https://planprovider.pro/provider/eastover-capital-management) - Charlotte, NC

- [MCSHANE PARTNERS](https://planprovider.pro/provider/mcshane-partners) - Charlotte, NC

- [Carson Wealth Management Group](https://planprovider.pro/provider/carson-wealth-management-group) - Omaha, NE

- [Allison Investment Management, LLC](https://planprovider.pro/provider/allison-investment-management-llc) - Columbia, SC

- [H. L. Ormond & Company, LLC](https://planprovider.pro/provider/h-l-ormond-and-company-llc) - Greenville, NC

- [Client First Investment Management LLC](https://planprovider.pro/provider/client-first-investment-management-llc) - West Bend, WI

- [Blueprint Financial Advisors](https://planprovider.pro/provider/blueprint-financial-advisors) - Charlotte, NC

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/holderness-investments-co)

&copy; 2026 PlanProvider.Pro