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Carl Edward Oberholtzer

FOXHALL CAPITAL MANAGEMENT, INC.·MIDDLEBURG, Virginia
FOXHALL CAPITAL MANAGEMENT, INC.
2 W WASHINGTON STREET, MIDDLEBURG, VA 20118CRD# 1004664Firm CRD# 104866

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carl Edward Oberholtzer · MIDDLEBURG, VA
Registration
CRD #1004664 · FOXHALL CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

Carl Edward Oberholtzer is a registered financial advisor based in MIDDLEBURG, Virginia, affiliated with FOXHALL CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
FOXHALL CAPITAL MANAGEMENT, INC.
FOXHALL CAPITAL MANAGEMENT, INC.
AUM
Regulatory assets under management
Employees
5
Total firm employees
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1004664
Firm CRD# 104866
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carl Edward Oberholtzer offer?
Carl Edward Oberholtzer specializes in Investment Management, Fee-Only Advisory. Contact their office in MIDDLEBURG, Virginia for a consultation.
What are Carl Edward Oberholtzer's credentials?
Carl Edward Oberholtzer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carl Edward Oberholtzer located?
Carl Edward Oberholtzer is based in MIDDLEBURG, Virginia, working with FOXHALL CAPITAL MANAGEMENT, INC.. Their office serves clients in the MIDDLEBURG metropolitan area and surrounding communities.
How does Carl Edward Oberholtzer charge for services?
Carl Edward Oberholtzer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FOXHALL CAPITAL MANAGEMENT, INC.?
FOXHALL CAPITAL MANAGEMENT, INC. has approximately 5 employees. The firm is registered with the SEC as an investment adviser.
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