A complete list of active advisors currently associated with Holt Investment Partners LLC
Warmer can help you find a great advisor at Holt Investment Partners LLC or one who fits your needs even better.
Holt Investment Partners provides ongoing investment advisory services primarily to individuals and families, including high‑net‑worth clients, trusts, estates, and owners of small businesses. The firm offers both discretionary and non‑discretionary portfolio management tailored to each client’s stated objectives, risk tolerance, and liquidity needs, and reports $0 in regulatory assets under management as of January 23, 2026. The firm follows a long‑term, diversified investment approach, constructing portfolios with exchange‑traded funds, fixed‑income securities (including laddered bond strategies), individual equities, and cash equivalents to manage income and liquidity. It generally avoids margin, short selling, options, and leveraged products, and requires client accounts to be maintained at Charles Schwab for custody, trading, reporting, and fee billing. A distinctive feature is that the firm’s principal also operates an affiliated insurance agency and may receive commissions from insurance sales; the brochure discloses this potential conflict and describes mitigations such as role clarity, advance disclosure, and separation of advisory fees and insurance commissions. Other noteworthy aspects include a tiered asset‑based fee schedule with no performance fees, a single‑advisor ownership structure, and an explicit policy not to sponsor wrap programs or serve as an ERISA fiduciary.
To learn more about the advisors currently working at Holt Investment Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Newport Beach, CA
| 3
|
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