Richard Holtz is a registered investment advisor at Mapleton Capital Management, LLC, based in Los Angeles, CA, with 24 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 27 clients with $86M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Location
Los Angeles, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Richard is a racing manager for Broad Racing LLC, where he buys, sells, and races horses. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Mapleton Capital Management, LLC
Ocean Park Capital Management, LLC
Previous Registrations
Mapleton Capital Management, LLC
State Registrations1 state
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