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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Holderness Investments have?","answer":"Holderness Investments has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Holderness Investments invest in?","answer":"At the end of its last fiscal year, Holderness Investments’ separately managed accounts held 67% exchange-traded equities, 15% cash and equivalents, 12% registered funds (mutual funds, ETFs, BDCs) and 5% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Holderness Investments?","answer":"Holderness Investments’ direct owners are Richard Holderness (75% or more) and Kim Eder (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Holderness Investments get paid?","answer":"Holderness Investments is paid through a percentage of assets under management, hourly charges and fixed fees. 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