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Limited Partner · Holt Capital Partners, L.P.

Charles B Scarbrough

CRD 5552127 · Named on Form ADV at one SEC-registered adviser

At a glance

Holt Capital Partners, L.P., an SEC-registered wealth manager based in Fort Worth, TX with $1.1 billion in regulatory assets, lists Charles B Scarbrough on its Form ADV as Limited Partner, a control person.

Firms and roles

AtlasMembers

Charles’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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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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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

  • Jr. R. M. HoltChief Compliance Officer and Limited Partner, Holt Capital Partners, L.P.

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