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Holmes Gordon Arthur (Sarasota)


Holmes Gordon Arthur is a large advisory firm based in Sarasota. It manages $31.58 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Florida.




Holmes Gordon Arthur provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Holmes Gordon Arthur: assets under management

The assets under management (AUM) of Holmes Gordon Arthur is $31.58 million. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $15.15 million in discretionary accounts and $16.43 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $890.97 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.26 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Holmes Gordon Arthur for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Sarasota

The principal office where Holmes Gordon Arthur performs its advisory services is located at 1243 Southport Dr, Sarasota, FL 34242, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 941-349-1754. The normal business hours are 9:30-4:30 on Monday - Friday.


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