HOLT-SMITH ADVISORS, INC.
SEC file number 801-30171
· MADISON, WI
https://holtsmithadvisors.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$181M
Discretionary AUM
$181M
Employees
—
Clients
147
Firm
- Address
- 5201 EAST TERRACE DRIVE
MADISON, WI 53718 - Phone
- —
- Website
- https://holtsmithadvisors.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- Holocene Advisors Fund LP Medium name-match confidence · CIK 1702954 · NY
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Holocene Advisors Fund LP · D/A · Apr 10, 2026
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Holocene Advisors Fund LP · D/A · Apr 11, 2025