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John Michael Holman

PHORCYS INVESTMENT ADVISORS, LLC·GUAYNABO, Puerto Rico
SIE, Series 7, Series 8, Series 14, Series 24, Series 52TO, Series 63, Series 79TO, Series 99TOClean recordPHORCYS INVESTMENT ADVISORS, LLC
GAM TOWER, GUAYNABO, PR 00968CRD# 1858866Firm CRD# 306551

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Michael Holman · GUAYNABO, PR
Registration
CRD #1858866 · PHORCYS INVESTMENT ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 8
Series 14
Series 24
Series 52TO
Series 63
Series 79TO
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
PHORCYS INVESTMENT ADVISORS, LLC
CRD 306551 · SEC 801-123240
AUM
$1.2B
Regulatory assets under management
Employees
2
2 client accounts
Services offered by PHORCYS INVESTMENT ADVISORS, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
Introduction

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04

Frequently Asked Questions

What services does John Michael Holman offer?
John Michael Holman specializes in Retirement Planning. Contact their office in GUAYNABO, Puerto Rico for a consultation.
What are John Michael Holman's credentials?
John Michael Holman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Michael Holman located?
John Michael Holman is based in GUAYNABO, Puerto Rico, working with PHORCYS INVESTMENT ADVISORS, LLC. Their office serves clients in the GUAYNABO metropolitan area and surrounding communities.
How does John Michael Holman charge for services?
John Michael Holman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PHORCYS INVESTMENT ADVISORS, LLC?
PHORCYS INVESTMENT ADVISORS, LLC has approximately 2 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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