Disclosures

Registration Status

Holistic Capital LLC is registered as an investment adviser with the Commonwealth of Massachusetts. Registration does not imply a certain level of skill or training.

Educational Purpose Only

The information provided on this website is for general informational and educational purposes only and should not be construed as personalized investment advice.

No Client Relationship

Viewing this website, receiving information from this website, or contacting the firm through this website does not create an advisory relationship.

Jurisdictional Limitation

Advisory services are offered only in jurisdictions where Holistic Capital LLC is properly registered or exempt from registration.

No Performance Advertising

This website does not present investment performance results.

Risk Disclosure

All investments involve risk, including the possible loss of principal.

Last Updated: February 2026