Holderness Investments Co

CRD 106530 · Greensboro, NC · $660.7M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 106530
SEC number: 801-49875
Firm type: RIA
Assets under management: $660.7M as of Mar 30, 2026
Website: www.holdernessinvestments.com ↗
Phone: 336-574-1400
Address: 2102 N. Elm Street, Greensboro, NC, 27408

Advisors at this firm

6 in our index · page 1 of 1

Kim Cummings EderCRD 4356320 · Greensboro, NC

IA Registered
Sheila May FallsCRD 5995676 · Greensboro, NC

IA RegisteredRegistration inactive
Richard Thurston HoldernessCRD 2664120 · Greensboro, NC

IA Registered
Jonathan Michael MorganCRD 2789505 · Charlotte, NC

IA Registered
Kenneth Joseph ShahbazCRD 3223030 · Greensboro, NC

IA RegisteredRegistration inactive
Ryan Michael VaudrinCRD 5993803 · Charlotte, NC

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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