HOLT INVESTMENT ADVISORS

Overview

Holt Investment Advisors operates as a small, owner-run advisory practice focused on individual and family clients. The firm functions primarily as a discretionary portfolio manager for individuals and small businesses and also acts as a capital allocator by selecting third‑party advisers and managers when appropriate. Its stated fee model blends a percentage-of-assets-under-management charge with the possibility of performance-based fees, signaling a willingness to tie compensation to outcomes for certain client mandates. Investment preference is tilted toward publicly traded equities—both ETFs and individual stocks—while maintaining the flexibility to incorporate third‑party alternative managers. Holt does not position itself as an ESG-focused or multi-state adviser; its practice model is compact and centralized. Given the size and client mix, investment decisions appear to emphasize tailored equity exposure supplemented by outsourced specialist managers where tactical or niche exposure is needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices