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Holt & Shapard Capital Management, L.L.C. (St. Louis)


Holt & Shapard Capital Management, L.L.C. is an adviser based in St. Louis. It manages $20.7 million of regulatory assets for 224 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Georgia, Missouri, and Texas.

Holt & Shapard Capital Management, L.L.C provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Holt & Shapard Capital Management, L.L.C: assets under management

The assets under management (AUM) of Holt & Shapard Capital Management, L.L.C. is $20.7 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -21% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $20.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $92.42 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Holt & Shapard Capital Management, L.L.C. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in St. Louis

The principal office where Holt & Shapard Capital Management, L.L.C. performs its advisory services is located at 212 N. Kingshighway Blvd. 1027, St. Louis, MO 63108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 314/367-6300 or by fax 314/367-6355. The normal business hours are 8:00am - 5:00pm on Monday - Friday.


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