Wealth manager, independent · Fort Worth, TX
Holt Capital Partners, L.P.
Holt Capital Advisors, L.L.C. · SEC-registered investment adviser · CRD 117863 · SEC 801-78012
At a glance
Holt Capital Partners, L.P. is an SEC-registered investment adviser based in Fort Worth, Texas, with $1.1 billion in regulatory assets under management as of its Form ADV filed May 27, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 125 individual clients. By Form ADV it is a wealth manager, ranked 1,413th of 8,915 wealth managers and 5,104th of 17,210 SEC-registered advisers by assets.
Main office 817-877-1430holtcap.comAs filed on Form ADV
- Regulatory AUM
- $1.1B
- Rank among wealth managers
- #1,413 of 8,915
- Rank among all SEC RIAs
- #5,104 of 17,210
- Rank in Texas
- #297 of 1,081
- Individual clients
- 125
- High-net-worth clients
- 90
- Accounts
- 142
- Discretionary
- 73% of AUM
- Employees
- 6
- Advisory staff
- 3
- Offices
- 1
Owners and executives on its Form ADV
- Jr. R. M. HoltChief Compliance Officer and Limited Partner
- Charles B ScarbroughLimited Partner
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 90 | $955M | 88% |
| Charitable organizations | 13 | $82M | 8% |
| Pooled investment vehicles | 1 | $28M | 3% |
| Individuals | 35 | $16M | 1% |
| Pension and profit sharing plans | 1 | $5M | <1% |
| Corporations or other businesses | 2 | $4M | <1% |
Private funds
Holt Capital Partners, L.P. reports 1 private funds with $28M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Holt Capital Partners, L.P. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗holtcap.com ↗
AtlasMembers
The full record on Holt Capital Partners, L.P.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 3,326 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Holt Capital Partners, L.P. manage?
Holt Capital Partners, L.P. reports $1.1 billion in regulatory assets under management across 142 accounts, 73% of it on a discretionary basis, on its Form ADV filed May 27, 2026.
What kind of firm is Holt Capital Partners, L.P.?
Holt Capital Partners, L.P. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Holt Capital Partners, L.P.’s clients?
By assets, its largest client types are high-net-worth individuals ($955 million, 90 clients); charitable organizations ($82 million, 13 clients); pooled investment vehicles ($28 million, 1 clients).
Does Holt Capital Partners, L.P. manage private funds?
Yes. It reports 1 private funds with $28 million in gross assets, including other private funds.
Does Holt Capital Partners, L.P. have any disciplinary history?
Holt Capital Partners, L.P. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Holt Capital Partners, L.P.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →