Fee-only adviser · Boston, MA
Holistic Capital
Holistic Capital is a fee-only investment adviser registered with the securities regulator of Massachusetts, with its main office in Boston, Massachusetts. On its latest Form ADV, filed December 25, 2024, it reports 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Massachusetts |
|---|---|
| Firm CRD number | 332028 |
| Office | 68 Harrison Ave Ste 605 PMB Boston, MA 02111 |
| Phone | (954) 459-1724 |
| Website | holisticcapital.world |
| Regulatory assets under management | Not reported |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Subscription |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | December 25, 2024 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- It provides financial planning services, not only portfolio management.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
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