Suzanne R. Holbert
Financial advisor at Forvis Mazars Wealth Advisors, LLC · Asheville, NC
Last updated 2026-10-10
Claim your profileSuzanne R. Holbert is a financial advisor at Forvis Mazars Wealth Advisors, LLC in Asheville, NC, CRD 4527486. IAPD registration began 2002-07-24.
Registration
- CRD number
- 4527486
- Registration status
- Active
- IAPD registration
- 2002-07-24
- Industry Experience
- 24 years
- Work Experience
- 18 years
- States registered
- NC, TX
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- Personal Financial Specialist
Work history
- 2008-06 to 2022-05 · Dixon Hughes Wealth Advisors LLC · Asheville, NC
- 2022-06 to 2024-05 · Forvis Wealth Advisors LLC · Hendersonville, NC
- 2024-06 to Present · Forvis Mazars Wealth Advisors LLC · Asheville, NC
Current employment
- Forvis Mazars Wealth Advisors, LLC · Springfield, MO
Forvis Mazars Wealth Advisors, LLC
- Regulatory AUM
- $12,005,962,400
- Registered advisors
- 83
- Offices
- 91
- Clients per advisor
- 55.2 (Low)
- Average AUM per client
- $2.6M (Low)
- High-net-worth client ratio
- 41.4% (Moderate)
Forvis Mazars Wealth Advisors, LLC: advisors, services and reported ETF investments
About
Suzanne R. Holbert is a Personal Financial Specialist financial advisor at Forvis Mazars Wealth Advisors, LLC in Asheville, NC. The latest record indicates 24 years of industry experience and 18 years of reported work history. Reported roles include Forvis Wealth Advisors LLC, Dixon Hughes Wealth Advisors LLC.
Forvis Mazars Wealth Advisors, LLC's firm-level Form ADV reports 83 advisors across 91 offices; approximately 55.2 clients per advisor, average assets per client of $2,619,102, and regulatory AUM of $12B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, Publication of Periodicals or Newsletters.
PortfolioFuture's firm-level 13F analysis covers $5.1B across 182 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Suzanne R. Holbert personally.
Reported ETF positions
Forvis Mazars Wealth Advisors reports 182 ETF positions worth $5.1B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VTI — Vanguard Morningstar Total Stock Market ETF | $1.9B |
| VEU — Vanguard FTSE All World Ex US ETF | $640.5M |
| HELO — JPMorgan Hedged Equity Laddered Overlay ETF | $224.8M |
| VCRB — Vanguard Core Bond ETF | $181.2M |
| SCHB — Schwab U.S. Broad Market ETF | $178.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Forvis Mazars Wealth Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | TSPA — T. Rowe Price U.S. Equity Research ETF | $144.6M | Top 99.6% | Peer conviction 78.3% · Active return +3.29% |
| Addressable Market | TSPA — T. Rowe Price U.S. Equity Research ETF | $144.6M | Top 99.8% | Addressable AUM $13.3T · Peer conviction 78.3% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $181.2M | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | PJUL — Innovator U.S. Equity Power Buffer ETF - July | $6.1M | Top 95.5% | Replicability (R²) 77.0% · Residual Sharpe 0.30 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Forvis Mazars Wealth Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Accountant or Accounting Firm
Location
One Oak Plaza, Asheville, NC 28806
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 417.831.7283
- Website: forvismazars.us
Official record
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