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HOLT INVESTMENT ADVISORS
KEITH RUSSELL WHITING HOLT DBA HOLT INVESTMENT ADVISORS
CRD 135659
111 N. SEPULVEDA BLVD., SUITE 250, MANHATTAN BEACH, CA, 90266, United States
Phone
310-937-1561
Fax
866-716-9418
Registration
— (—)
Source
State registered
Total AUM
$20.6M
Discretionary AUM
$20.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Sole Proprietorship
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $2.2M |
| High net worth individuals | 13 | $18.4M |
All web addresses on file
Official SEC filing: View on IAPD