HOLT-SMITH ADVISORS, INC.
Legal name: HOLT-SMITH ADVISORS
CRD #105901 SEC #801-30171 MADISON, WI 608-249-4488
SEC Registered
Total AUM
$181M
Discretionary
$181M
Employees
6
Clients
11
Accounts
147
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2013 | $99M | $99M | $0 | 6 | 136 |
| Aug 2012 | $181M | $181M | $0 | 6 | 147 |
| May 2012 | $181M | $181M | $0 | 6 | 147 |
| Mar 2012 | $181M | $181M | $0 | 6 | 147 |
| Oct 2010 | $303M | $303M | $0 | 10 | -- |
| May 2010 | $303M | $303M | $0 | 10 | -- |
| Apr 2009 | $234M | $234M | $0 | 10 | -- |
| Sep 2008 | $281.3M | $281.3M | $0 | 10 | -- |
| Dec 2007 | $285.2M | $285.2M | $0 | 10 | -- |
| Sep 2007 | $285.2M | $285.2M | $0 | 10 | -- |
| Feb 2007 | $496M | $496M | $0 | -- | -- |
| Nov 2006 | $1.2B | $1.2B | $0 | -- | -- |
| Feb 2006 | $1.2B | $1.2B | $0 | -- | -- |
| Aug 2004 | $1.5B | $1.5B | $0 | -- | -- |
DateMar 2013
Total AUM$99M
Discretionary$99M
Non-Disc.$0
Employees6
Clients136
DateAug 2012
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees6
Clients147
DateMay 2012
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees6
Clients147
DateMar 2012
Total AUM$181M
Discretionary$181M
Non-Disc.$0
Employees6
Clients147
DateOct 2010
Total AUM$303M
Discretionary$303M
Non-Disc.$0
Employees10
Clients--
DateMay 2010
Total AUM$303M
Discretionary$303M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$234M
Discretionary$234M
Non-Disc.$0
Employees10
Clients--
DateSep 2008
Total AUM$281.3M
Discretionary$281.3M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$285.2M
Discretionary$285.2M
Non-Disc.$0
Employees10
Clients--
DateSep 2007
Total AUM$285.2M
Discretionary$285.2M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$496M
Discretionary$496M
Non-Disc.$0
Employees--
Clients--
DateNov 2006
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateFeb 2006
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees--
Clients--
DateAug 2004
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees--
Clients--