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Holt Smith Advisors, Inc. (Madison)


Holt Smith Advisors, Inc. is a large advisory firm based in Madison. It manages $99 million of regulatory assets for 134 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Illinois and Wisconsin.

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Holt Smith Advisors provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Holt Smith Advisors: assets under management

The assets under management (AUM) of Holt Smith Advisors, Inc. is $99 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -58% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $99 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $738.81 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Holt Smith Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Madison

The principal office where Holt Smith Advisors, Inc. performs its advisory services is located at 5201 East Terrace Drive, Madison, WI 53718, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 608-249-4488 or by fax 608-249-7988. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.holtsmithadvisors.com.


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