RIA · CRD 115050SEC-Registered

Updated:

Von Holt Financial Advisors

VON HOLT FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser in PALATINE, IL. The firm manages approximately $107 million in regulatory assets.

Von Holt Financial Advisors

VON HOLT FINANCIAL ADVISORS, INC. is an SEC-registered investment adviser in PALATINE, IL. The firm manages approximately $107 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Palatine

Corporate office

San Francisco, CA, United States

Principals

John von Holt

Principal

Sector focus

Real EstatePrivate Equity

Frequently asked questions

Who runs investment decisions at Von Holt Financial Advisors?

John von Holt serves as the principal, maintaining direct oversight of investment decisions. The office operates without an external investment committee or third-party gatekeeper, reinforcing a concentrated, long-horizon approach to capital allocation.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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