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Multi Family OfficePuts its own capital into companiesLAST VERIFIED Jul 2026 · 1 SOURCES

Holt-Smith Advisors

Multi family office in Madison, United States, founded 1987.

USEFUL FOR Co-investors

Identity

HEADQUARTERS
Madison, United States
FOUNDED
1987

Investment approach

ROUTES
Companies (own capital)

Overview

Headquartered in Madison, United States, the firm is listed as a multi family office founded in 1987. It invests directly in companies; 2 people are named on its team.

People

  • Christopher Holt
    President & Senior Wealth Manager · source
  • John D. Smith
    Chairman · source

Frequently asked questions

Holt-Smith Advisors is a multi family office based in Madison, the United States, founded in 1987.

Holt-Smith Advisors invests its own capital into companies.

Key people at Holt-Smith Advisors include Christopher Holt (President & Senior Wealth Manager) and John D. Smith (Chairman).