Mark R. Holdwick

THE MONITOR GROUP

Martinez, GA 30907

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CRD#: 7425613

Professional summary

Mark Robert Holdwick Jr., CFP®, who also goes by Mark Robert Holdwick, is a registered financial advisor currently at THE MONITOR GROUP, INC. located in Martinez, Georgia.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Mark has worked at 1 firm .

Question & Answer

What are your service offerings?

Insurance Planning

Investment Planning

Tax Planning

Retirement Planning

Education Planning

Budgeting

Comprehensive Financial Planni...

Are you a "fiduciary"?

Yes

Aliases

Mark Robert Holdwick

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 Mark Robert Holdwick Jr.'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®

CFP^®

Certified Financial Planner

Start date: 2021

Experience

Current

August 18, 2021 - Present

THE MONITOR GROUP, INC.

Office #1: 534 Blackburn Drive, Martinez, GA 30907

RIA

CRD#: 126576

Martinez, GA

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".

THE MONITOR GROUP, INC.

CRD#: 126576 / SEC#: 801-121908

RIA

Registered Investment Advisory firm - (7/29/2021 Approved)

Georgia

Registered Investment Advisory firm - (7/7/2022 Terminated)

South Carolina

Registered Investment Advisory firm - (11/19/2021 Terminated)

Tennessee

Registered Investment Advisory firm - (11/19/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/14/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Georgia
(8/23/2021)

IAR

Texas
(8/18/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

THE MONITOR GROUP, INC.

CRD#: 126576 / SEC#: 801-121908

RIA

Registered Investment Advisory firm - (7/29/2021 Approved)

Georgia

Registered Investment Advisory firm - (7/7/2022 Terminated)

South Carolina

Registered Investment Advisory firm - (11/19/2021 Terminated)

Tennessee

Registered Investment Advisory firm - (11/19/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/14/2022 Terminated)

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Contact information

Main Address

534 Blackburn Drive, Martinez, GA 30907

Mailing Address

Phone number

(706) 854-8040

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TMG ADV PART 2A - FIRM BROCHURE (3/17/2025)

Regulatory assets under management

Total Number of Accounts	653
AUM (Assets Under Management)	$ 154,440,960

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.

Contact information

(xxx) xxx-xxxx

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Mark R. Holdwick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Robert Holdwick Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

THE MONITOR GROUP, INC.

Primary Firm SEC Registration

THE MONITOR GROUP, INC.

State Registrations and Notice Filings

Exams

Current Firm

THE MONITOR GROUP, INC.

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE MONITOR GROUP, INC.

TRUST BUT VERIFY

Contact information

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