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HOLT CAPITAL ADVISORS, L.L.C.

Doing business as HOLT CAPITAL PARTNERS, L.P.. SEC Form ADV profile.

Total regulatory AUM
$1,090,446,328
Discretionary
$796,727,464
Non-discretionary
$293,718,864

Firm details

CRD number
117863
SEC file number
801-78012
Main office
FORT WORTH, TX, United States
Employees
6
SEC status
Approved
Fee structure
Percentage of AUM Hourly

As of October 2026.