HOLT-SMITH ADVISORS, INC.

HOLT-SMITH ADVISORS, INC. of MADISON, WI is an SEC-registered investment adviser (CRD 105901). Regulatory assets under management: $99.0M.

Registration

Officers, owners & control persons (8)

NameRoleLocation
WILSON DONALD JOHNVICE PRESIDENT
YATES GENE AVICE PRESIDENT, SECRETARY
YATES KRISTINSHAREHOLDER; VICE PRESIDENT, SECRETARY
HOLT-SMITH MARILYNCHIEF COMPLIANCE OFFICER; PRESIDENT & TREASURER; PRESIDENT, TREASURER
KORTH BETH ANNCHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER
ERICKSON RYAN DANIELEXECUTIVE VICE PRESIDENT, SENIOR PORTFOLIO MANAGER; VICE PRESIDENT, SENIOR PORTFOLIO MANAGER
SMITH EVA SOLCOVACHIEF COMPLIANCE OFFICER; CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER, SECRETARY
GOEDDEL NOEL DAVIDVICE PRESIDENT

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