Investment adviser · CRD 119326

HOLT & SHAPARD CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

ST. LOUIS, MO, United States · Form ADV filed Jun 4, 2012

Regulatory AUM
$20.7M
Form ADV · Item 5.F
Client accounts
224
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 4, 2012. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

212 N. KINGSHIGHWAY BLVD. 1027
ST. LOUIS, MO, 63108, United States

CRD 119326

Filing source

Form ADV 650818 · Jun 4, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.