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Jonathan David Holtaway

ATEGRA CAPITAL MANAGEMENT, LLC·VIENNA, Virginia
Series 7, Series 65Clean record8 years registeredATEGRA CAPITAL MANAGEMENT, LLC
8229 BOONE BLVD SUITE 305, VIENNA, VA 22182CRD# 4626588Firm CRD# 164245

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jonathan David Holtaway · VIENNA, VA
Registration
CRD #4626588 · ATEGRA CAPITAL MANAGEMENT, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

ATEGRA CAPITAL MANAGEMENT, LLC
Nov 2017 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 65
Registration record
First registered · November 30, 2017
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ATEGRA CAPITAL MANAGEMENT, LLC
CRD 164245 · SEC 801-112827
AUM
$117M
Regulatory assets under management
Employees
6
2 client accounts
Services offered by ATEGRA CAPITAL MANAGEMENT, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at ATEGRA CAPITAL MANAGEMENT, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jonathan David Holtaway offer?
Jonathan David Holtaway specializes in Retirement Planning. Contact their office in VIENNA, Virginia for a consultation.
What are Jonathan David Holtaway's credentials?
Jonathan David Holtaway is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan David Holtaway located?
Jonathan David Holtaway is based in VIENNA, Virginia, working with ATEGRA CAPITAL MANAGEMENT, LLC. Their office serves clients in the VIENNA metropolitan area and surrounding communities.
How does Jonathan David Holtaway charge for services?
Jonathan David Holtaway's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATEGRA CAPITAL MANAGEMENT, LLC?
ATEGRA CAPITAL MANAGEMENT, LLC has approximately 6 employees and manages $117M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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