VON HOLT FINANCIAL ADVISORS, INC.

Overview

Von Holt Financial Advisors, Inc. is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and manages accounts on a discretionary basis, indicating it implements and adjusts client portfolios without requiring trade-by-trade client approval. It does not self-identify as an active ESG investor, does not operate as a multi-state adviser, and does not serve as a pension consultant or related adviser. Given the firm’s structure and client base, its investment activity centers on delivering tailored planning and core portfolio management to individual and family clients rather than running large institutional mandates or acting as a capital allocator. The firm’s asset allocation approach leans heavily on pooled, public investment vehicles as the main building blocks of client portfolios, supplemented by targeted allocations to real estate through third-party managers. That emphasis suggests a manager-of-managers or model-portfolio orientation, where mutual funds supply broad equity and fixed-income exposure while external real estate funds provide alternative diversification and income characteristics.

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Public Holdings

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Location & Offices