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Jonathan David Holtaway

ATEGRA CAPITAL MANAGEMENT, LLC·VIENNA, Virginia
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8229 BOONE BLVD SUITE 305, VIENNA, VA 22182CRD# 4626588Firm CRD# 164245
01

About

Jonathan David Holtaway is a registered financial advisor based in VIENNA, Virginia, affiliated with ATEGRA CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ATEGRA CAPITAL MANAGEMENT, LLC
ATEGRA CAPITAL MANAGEMENT, LLC
AUM
$117M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at ATEGRA CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4626588
Firm CRD# 164245
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in VIENNA
William Kirk Taylor — KIRK CAPITAL ADVISORS LLCLindsay Garland Shetterly — GLASSMAN WEALTH SERVICES, LLCCharles Richard Cooke — ALLEGIANCE FINANCIAL GROUP ADVISORY SERVICES LLCCharles Cullum — SSB WEALTH MANAGEMENT, INC.Jacques [nmn] Rebibo — ATEGRA CAPITAL MANAGEMENT, LLC
Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)CHARLOTTESVILLE (203)ALEXANDRIA (149)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideCHARLOTTESVILLE GuideALEXANDRIA Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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