# Holt Investment Advisors

> Holt Investment Advisors is a state-registered investment advisory firm in Manhattan Beach, CA, registered since 1994, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 135659
- Filed as: HOLT INVESTMENT ADVISORS
- Legal name: Keith Russell Whiting Holt DBA Holt Investment Advisors
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Manhattan Beach, CA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/135659
- AdvisorCensus page: https://advisorcensus.com/firm/holt-investment-advisors-manhattan-beach-ca-135659

## Quick answers

**How is Holt Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Holt Investment Advisors reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Holt Investment Advisors located?**
Holt Investment Advisors' principal office is in Manhattan Beach, CA, according to its Form ADV.

**Is Holt Investment Advisors registered with the SEC or a state?**
Holt Investment Advisors is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 135659.

**How much does Holt Investment Advisors manage?**
Holt Investment Advisors reports $20,625,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Holt Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (9).

**Does Holt Investment Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/135659

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $20,625,000
- Discretionary: $20,625,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $2,186,000 |
| High net worth individuals | 13 | $18,439,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1994 (32 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- holtinvestmentadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Holt Investment Advisors (CRD 135659): Form ADV filing data as of October 2026.