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Partner, Director of Operations · Cottonwood Capital Advisors

Kristen J. Holt

CRD 5429380 · Named on Form ADV at one SEC-registered adviser

At a glance

Cottonwood Capital Advisors, an SEC-registered wealth manager based in Irving, TX with $347 million in regulatory assets, lists Kristen J. Holt on its Form ADV as Partner, Director of Operations.

Firms and roles

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Kristen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John W. RubottomFounder, Director of Business Development, Cottonwood Capital Advisors
  • Stephen B. ShipleyFounder, Director of Financial Planning, Chief Compliance Officer, Cottonwood Capital Advisors

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kristen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.