Etagra Group

Etagra Group, operating as Ategra Capital Management, is an investment management firm based in an undisclosed location that oversees a portfolio of financial securities through active investment strategies. The firm generates its primary revenue through asset management fees by directing client portfolios across various public and private markets. According to recent SEC regulatory filings, the organization manages a portfolio valued at approximately $169.5 million distributed across 25 total holdings. The leadership team brings extensive financial sector experience, having previously held executive roles at notable institutions such as Access National Mortgage and Access National Corporation. Notably, Access National Corporation was successfully acquired by Atlantic Union Bankshares in a 2019 transaction, highlighting the team's background in building and scaling financial enterprises. Etagra Group was originally established in the year 2005 by co-founders Jonathan Holtaway and Michael.