HOLISTIC BROKERAGE, LLC
MIAMI, FLORIDA

HOLISTIC BROKERAGE, LLC is a dynamic financial services firm offering an extensive range of global market products to clients across Latin America, the U.S., and Europe. The company distinguishes itself by providing unique access to fixed income products both domestically in the U.S. and on international platforms. Known for their wide-reaching distribution network, TRANSPARENCY, execution capability of complex transactions, and unwavering commitment to client service, HOLISTIC BROKERAGE capitalizes on opportunities across domestic and international markets. Leveraging its open platform along with the expertise of AdCap Securities, the company has established a strong foundation in servicing clients through individualized relationships. The firm gives clients access to a broad assortment of fixed income instruments sourced from both developed and emerging market issuers, available as new issue or secondary offerings. HOLISTIC BROKERAGE’s robust experience across U.S., global, and Latin markets provides unparalleled perspectives and insights into valuable financial opportunities, aiming always to facilitate their clients’ goals of achieving target investment returns. In terms of services, the company specializes in securitized products, focusing on structuring & trading in collaboration with Royal Bank of Canada and Pershing LLC for high-quality Clearing and Custody services. They offer First Class Execution Services across a vast array of Emerging Market financial products. Notably, AdCap Securities, operating under HOLISTIC BROKERAGE's umbrella, is a FINRA-registered Broker/Dealer and SIPC member, with custody and clearing supported by Royal Bank of Canada and Pershing, LLC. These partnerships ensure efficient handling of the 'clearing and custody functions,' thereby safeguarding securities and cash while efficiently settling transactions. Operating from Miami, Florida, HOLISTIC BROKERAGE was founded on August 11, 2014, with a mailing address at 800 Brickell Ave, Suite 502 in Miami. Key contact numbers are (305) 374-1177; (786) 528-5865; (312) 929-1263; and (646) 854-3207. More detailed information about the services offered by HOLISTIC BROKERAGE can be found on their website, adcapsecurities.com. Gonzalo Maciel serves as a manager within the organization, playing an integral role in leadership. The firm, previously known as ADCAP SECURITIES, LLC before undergoing a name change reported last in May 2021, filed under Document of Status FLORIDA with Filings Number: M14000005740.