Holden Family Office, LLC logo

Holden Family Office, LLC

Updated today

Client assets under management

$37,821,706

Clients

54

39% high-net-worth

Advisors

4

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

14

Very Low

Average account size

$700,402

About

Holden Family Office advises individuals, high‑net‑worth clients, trusts, family offices, charitable organizations and corporations, delivering discretionary and non‑discretionary investment management alongside family‑office services such as consolidated reporting, estate and insurance planning, and business advisory including M&A support and market research. The firm manages assets through separately managed accounts and also offers financial planning and administrative coordination with outside professionals.

The firm tailors portfolios to each client’s investment profile using fundamental and qualitative analysis and an owner‑oriented, long‑term emphasis while maintaining access to a broad investable universe that includes public securities, ETFs, private equity and other alternatives. HFO may utilize third‑party independent managers and employs strategies that can include hedging, derivatives and other instruments as appropriate to client objectives and risk tolerances.

Noteworthy distinctions for HFO relative to many peers are its involvement with private pooled vehicles and prior fund‑sponsor activity (the brochure discloses the removal of a previously disclosed private fund), and its capacity to accept performance‑based compensation from qualified clients — features that are uncommon among similar supported firms. The firm also publishes publicly available educational materials (videos, courses and articles) and combines traditional family‑office governance with business‑focused services and principal-level outside investment roles, reflecting affiliations and capabilities beyond a typical advisory boutique.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Private / alternative investments Business exit / sale strategy Concentrated stock management Options & derivatives strategies Wealth management

Occupation focus

Founder/Business Owner Executive

Demographic focus

Mid-Career Professionals Young Professionals

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Fee options

Fixed

Flat fees for business research ($5,000-$100,000) and family office services ($25,000-$1,000,000 per year)

Percentage

1-2% annually for Managed Accounts

Commissions

Commissions from real estate sales by associated person (Christopher Champion)

Project-based

Hourly fees for financial planning and business research $400 to $2,000 per hour, negotiable

Performance-based

15-25% of net profits on qualified client Managed Accounts with High Water Mark and quarterly calculation

Other

Minimum fee: Minimum monthly fee of $1,666.67 for Managed Accounts Fee-only: Hourly financial planning fees ranging from $400 to $2,000 per hour, negotiable based on complexity

Main office location

Holden Family Office, LLC

North Palm Beach FL, United States

Number of offices

1

Most active in

Florida · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Sean M

Series 65

North Palm Beach, FL

Holden Family Office, LLC

Sean Meunier is a financial advisor at Holden Family Office, LLC with a Series 65 designation and two years of industry experience. He is also the managing member and general partner of Holden Capital, LLC, a private fund based in North Palm Beach, FL. Prior to his current roles, he worked at Chimera Corporation, Trainerspace, and Lynn University. Holden Family Office provides discretionary and non-discretionary investment management to individuals, trusts, family offices, charitable organizations, and corporations. The firm offers customized portfolio management, family office and governance services, consolidated reporting, and business advisory work, including mergers and acquisitions advice and market research.

Private / alternative investments Business exit / sale strategy Concentrated stock management Options & derivatives strategies Wealth management Founder/Business Owner Executive Mid-Career Professionals Young Professionals
user avatar

Tyler K

Series 66

North Palm Beach, FL

Holden Family Office, LLC

Tyler Kiepke is a financial advisor at Holden Family Office, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Thrivent Investment Management Inc. Tyler is also involved in managing futures contracts through Eleven Two Investments LLC, where he serves as managing member. Holden Family Office provides discretionary and non-discretionary investment management to individuals, trusts, family offices, and other entities, offering customized portfolios across public securities and alternative private investments. The firm also provides family office services, consolidated reporting, and business advisory work, including mergers and acquisitions advice.

Private / alternative investments Business exit / sale strategy Concentrated stock management Options & derivatives strategies Wealth management Founder/Business Owner Executive Mid-Career Professionals Young Professionals
user avatar

Joel B

Series 65

North Palm Beach, FL

Holden Family Office, LLC

Joel Braswell is a financial advisor at Holden Family Office, LLC with a Series 65 credential and one year of industry experience. Prior to joining Holden Family Office, he worked at Savant Wealth Management and has a background that includes engineering and education. Holden Family Office provides discretionary and non-discretionary investment management to individuals, family offices, charitable organizations, and corporations. The firm customizes portfolios based on client objectives and risk tolerance, managing assets through separately managed accounts and pooled vehicles while offering family office, governance, and business advisory services.

Private / alternative investments Business exit / sale strategy Concentrated stock management Options & derivatives strategies Wealth management Founder/Business Owner Executive Mid-Career Professionals Young Professionals
user avatar

Christopher C

Series 65

North Palm Beach, FL

Holden Family Office, LLC

Christopher Champion is a financial advisor at Holden Family Office, LLC in Dallas, TX, holding a Series 65 designation with four years of professional experience. His prior roles include ownership of Champion Locating, LLC and positions at Aptamigo, Transportation One, and Uber. He has experience in transportation and technology-related businesses alongside his advisory work. Holden Family Office serves high-net-worth individuals, family offices, trusts, and corporations, offering customized portfolio management across a broad range of asset classes and strategies. The firm provides family office and governance services, consolidated reporting, M&A advisory, and alternative asset administration with a long-term, fundamental approach to investing.

Private / alternative investments Business exit / sale strategy Concentrated stock management Options & derivatives strategies Wealth management Founder/Business Owner Executive Mid-Career Professionals Young Professionals
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