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HOLT CAPITAL PARTNERS, L.P.
Legal name: HOLT CAPITAL ADVISORS, L.L.C.
CRD 117863File 801-78012
APPROVED
Retail clients
Custody
Filing as of May 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.09B
Above cohort median (national)
Discretionary AUM
$796.7M
Non-discretionary $293.7M
Clients
142
142 accounts
Employees
6
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 18, 2013
- Principal office
- 301 COMMERCE STREET, SUITE 1430, FORT WORTH, TX, 76102
- Phone
- 817-877-1430
- Website
- HTTPS://WWW.HOLTCAP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.09B
- Discretionary AUM
- $796.7M
- Non-discretionary AUM
- $293.7M
- Discretionary accounts
- 138
- Non-discretionary accounts
- 4
- Total accounts
- 142
- AUM per client
- $7.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $4.2M |
| Charitable organizations | 13 | $82.0M |
| High net worth individuals | 90 | $954.7M |
| Pooled investment vehicles | 1 | $28.2M |
| Pension and profit sharing plans | 1 | $5.4M |
| Individuals (other than high net worth individuals) | 35 | $15.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.