Walter R. Holman

ARISTOTLE ATLANTIC PARTNERS

FREDERICK, MD

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CRD#: 2760144

Professional summary

Walter Ross Holman, CFA, who also goes by Walt Holman, Walter Ross Holman III, Walter Ross Holman, is a registered financial advisor currently at ARISTOTLE ATLANTIC PARTNERS, LLC located in Frederick, Maryland.

Walter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Walter has worked at 5 firms and has passed the SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Walt Holman | Walter Ross Holman Iii | Walter Ross Holman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Aristotle Capital Management, LLC; Investment Related; Frederick, MD; Began 11/02/2016; Registered Investment Advisor; Director/Senior Research Analyst; Equity securities analysis and portfolio manager; 175 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walter Ross Holman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

October 18, 2022 - Present

ARISTOTLE ATLANTIC PARTNERS, LLC

RIA

CRD#: 285721

FREDERICK, MD

Past

October 10, 2023 - May 28, 2024

FORESIDE FINANCIAL SERVICES, LLC

CRD#: 148477

PORTLAND, ME

Past

August 30, 2021 - September 28, 2022

ARISTOTLE ATLANTIC PARTNERS, LLC

RIA

CRD#: 285721

NEW YORK, NY

Past

January 3, 2017 - October 24, 2023

IMST DISTRIBUTORS, LLC

CRD#: 130745

PORTLAND, ME

Past

January 13, 2001 - November 16, 2016

DEUTSCHE BANK SECURITIES INC.

CRD#: 2525

BALTIMORE, MD

Past

January 6, 1998 - January 13, 2001

DB ALEX. BROWN LLC

CRD#: 17790

BALTIMORE, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ARISTOTLE ATLANTIC PARTNERS, LLC

ARISTOTLE | ARISTOTLE ATLANTIC PARTNERS, LLC

CRD#: 285721 / SEC#: 801-108579

RIA

Registered Investment Advisory firm - (10/26/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(10/18/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/22/1997

General Securities Representative Examination

Current Firm

ARISTOTLE ATLANTIC PARTNERS, LLC

ARISTOTLE | ARISTOTLE ATLANTIC PARTNERS, LLC

CRD#: 285721 / SEC#: 801-108579

RIA

Registered Investment Advisory firm - (10/26/2016 Approved)

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Contact information

Main Address

50 Central Avenue Suite 750, Sarasota, FL 34236

Mailing Address

Phone number

(212) 652-4150

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AAP FORM ADV PART 2A 6/26/2025 (6/26/2025)

Regulatory assets under management

Total Number of Accounts	348
AUM (Assets Under Management)	$ 3,224,096,478

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Walter R. Holman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Walter Ross Holman's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARISTOTLE ATLANTIC PARTNERS, LLC

FORESIDE FINANCIAL SERVICES, LLC

ARISTOTLE ATLANTIC PARTNERS, LLC

IMST DISTRIBUTORS, LLC

DEUTSCHE BANK SECURITIES INC.

DB ALEX. BROWN LLC

Primary Firm SEC Registration

ARISTOTLE ATLANTIC PARTNERS, LLC

State Registrations and Notice Filings

Exams

SIE

Date: 10/1/2018

Series 7

Date: 10/22/1997

Current Firm

ARISTOTLE ATLANTIC PARTNERS, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARISTOTLE ATLANTIC PARTNERS, LLC

TRUST BUT VERIFY

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