HOLT INVESTMENT ADVISORS

HOLT INVESTMENT ADVISORS of MANHATTAN BEACH, CA is an SEC-registered investment adviser (CRD 135659). Regulatory assets under management: $20.6M.

Registration

• CRD: 135659
• Type: Registered investment adviser
• Location: 111 N. SEPULVEDA BLVD., SUITE 250, MANHATTAN BEACH, CA, 90266
• Phone: 310-937-1561
• Latest filing: 2026-03-24
• Regulatory AUM: $20.6M
• Discretionary AUM: $20.6M
• Clients: 1
• Accounts: 91

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135659 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search