Charles Bartholow Holder

Employer firm

Holder Wealth Management CRD 170086

$284M regulatory AUM 302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → Present
  Daniel E. Holder & Associates, Inc.
  Champaign, IL
• 08/2017 → Present
  University Of Illinois At Urbana-Champaign
  Urbana, IL
• 08/2013 → 05/2018
  Parkland College
  Champaign, IL

Other Businesses

I OPERATE A LEGAL PRACTICE AS A SOLE-PROPRIETOR. THE NAME OF THE PRACTICE IS 'CBH ATTORNEY AT LAW.' THIS IS NOT AN INVESTMENT-RELATED BUSINESS. IT IS LOCATED AT 3007 VILLAGE OFFICE PLACE, CHAMPAIGN, IL 61822. I AM THE SOLE-OWNER AND MANAGER OF THE BUSINESS. CBH ATTORNEY AT LAW HAS NO FORMAL RELATIONSHIP TO ANY OTHER BUSINESS. IT IS A LEGAL PRACTICE SPECIALIZING IN ESTATE PLANNING SERVICES, SMALL BUSINESS FORMATION, REAL ESTATE LAW, AND TAXATION ISSUES. I DEVOTE APPROXIMATELY TEN HOURS PER WEEK TO THIS BUSINESS. I DEVOTE APPROXIMATELY THREE HOURS PER WEEK TO THIS BUSINESS THAT ARE CONCURRENT WITH TRADING HOURS. MY DUTIES ARE TO THE MANAGE THE BUSINESS AND PERFORM 100% OF THE WORK OF THE BUSINESS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-12