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Kim C. Eder

HOLDERNESS INVESTMENTS CO
Greensboro, NC 27408
CRD#: 4356320
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Kim Cummings EderHOLDERNESS INVESTMENTS CO

Professional summary


Kim Cummings Eder, who also goes by Kim Cummings Carson, Kim Renee Cummings, is a registered financial advisor currently at HOLDERNESS INVESTMENTS CO located in Greensboro, North Carolina.

Kim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Kim has worked at 1 firm .

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Kim Cummings Carson | Kim Renee Cummings

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Kim Cummings Eder's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

December 31, 2001 - Present

HOLDERNESS INVESTMENTS CO

Office #1: 2102 N. Elm Street Suite C, Greensboro, NC 27408
RIA
CRD#: 106530
Greensboro, NC

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HI
HOLDERNESS INVESTMENTS CO
HOLDERNESS INVESTMENTS CO

CRD#: 106530 / SEC#: 801-49875

RIA
Registered Investment Advisory firm - (8/14/1995 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(12/31/2001)
IAR
Texas
(8/25/2024)

Exams


Current Firm


HI
HOLDERNESS INVESTMENTS CO
HOLDERNESS INVESTMENTS CO

CRD#: 106530 / SEC#: 801-49875

RIA
Registered Investment Advisory firm - (8/14/1995 Approved)
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Contact information


Main Address
2102 N. Elm Street Suite C, Greensboro, NC 27408
Mailing Address
Phone number
(336) 574-1400
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (5 States and Territories)


Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

HOLDERNESS FORM ADV PART 2A 2022 (3/26/2025)

Regulatory assets under management


Total Number of Accounts750
AUM (Assets Under Management)$ 621,038,355

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HOLDERNESS INVESTMENTS CO

CRD#: 106530Greensboro, NC 27408

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