David Holley
David Holley is a registered investment advisor at Octant Quantitative Investment Management LLC, based in Salt Lake City, UT, with 13 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 7 clients with $130M 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% |
Strategies without performance-based fees may have asset-based fees up to 2.50%. Fees are negotiable depending on client needs and strategy executed. Qualified investors are also charged a 20% performance fee on net profits above a monthly high-water mark.
Fee Estimator
Location
2055 East 3900 South Suite #100, Suite 100, Salt Lake City, UT, 84124
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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 →Employment History
Current Registrations
Octant Quantitative Investment Management LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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