Manager · Krilogy
Richard C. Holton
CRD 6275119 · Named on Form ADV at one SEC-registered adviser
At a glance
Krilogy, an SEC-registered wealth manager based in St. Louis, MO with $5.2 billion in regulatory assets, lists Richard C. Holton on its Form ADV as Manager, a control person.
Firms and roles
- KrilogyManagerWealth manager · St. Louis, MO · $5.2B in regulatory assets
AtlasMembers
Richard’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Mark B. LewisChief Financial Officer, Krilogy
- Kent S. SkorniaChief Executive Officer, Krilogy
- John M. McArthurSenior Partner & Chief Investment Officer, Krilogy
- Thomas J. LewisLegal Counsel & Chief Compliance Officer, Krilogy
- Brian J. FernandezPresident, Krilogy
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.