Jonathan David Holtaway
Investment adviser representative at Ategra Capital Management, LLC
22 yearsExperience
1 stateRegistered in
$190.2MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
22 years in the industry.
- Ategra Capital Management, LLCNov 2004 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (VA).
Ategra Capital Management, LLC
$190.2MAssets managed
2Clients
6Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4626588
- Firm CRD
- 164245