Holton & Kosanke Wealth Management

The firm was founded by Gary Holton and Thomas Kosanke, who serve as the principals and advisors responsible for investment decisions. Their specific titles and roles are not publicly disclosed beyond their founding partnership. No other named professionals appear in public records.

Holton & Kosanke provides comprehensive wealth management services including investment advisory, financial planning, tax strategies, and retirement planning. As an RIA, the firm offers fiduciary oversight and access to institutional-grade investment managers, alternative assets like private equity and REITs, and customized separate account management.

The firm operates as a registered investment advisor structured as a multi-family office, serving multiple high-net-worth families. This differs from a single-family office which serves only one family. Their RIA registration with the SEC allows them to manage assets for multiple clients while maintaining fiduciary standards.

The firm offers access to both traditional investment vehicles and alternative assets including private placements, though whether they execute direct co-investments or primarily use fund structures is not publicly documented. Their service model includes customized separate accounts, indicating a flexible approach to portfolio construction.

Minimum investment thresholds are not publicly disclosed. As a multi-family office targeting high-net-worth families, the firm likely requires a significant investable asset minimum, but specific figures are not available in public records.

The wealth origins of the families served by Holton & Kosanke are not publicly disclosed. This is typical for multi-family offices where client identity and background remain confidential. The firm does not attribute its clientele to any specific industry or family fortune.

Deal sourcing and investment procurement methods are not publicly documented for this firm. As an RIA, they likely leverage relationships with asset managers and financial institutions, but specific sourcing strategies or proprietary deal flow capabilities are not disclosed.