Individual
EntityHOLT CAPITAL ADVISORS, L.L.C.StatusMEMBERReported since09/2001Ownership75% or moreControl personYes
Holt Capital Partners, L.P.
FORT WORTH, TX
Form ADV and provider website profile · CRD 117863 · regulatory data as of May 27, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Holt Capital Partners, L.P.. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$1.1BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
142Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$797MDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$294MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
Direct Owners & Executives
Source: Form ADV- Reported since
- 09/2001
- Type
- Individual
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 09/2001
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2026
- Type
- Individual
- Control person
- Yes
- Ownership
- 25% but less than 50%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Jr. Robert Mackinley Holt | Chief Compliance Officer And Limited Partner | 09/2001 | Individual | Yes | 75% or more |
| L.L.C. Holt Capital Advisors | General Partner | 09/2001 | Domestic entity | Yes | Less than 5% |
| Charles B Scarbrough | Limited Partner | 04/2026 | Individual | Yes | 25% but less than 50% |
Indirect Ownership
Source: Form ADVOwners & Executives
Source: Form ADVJR
Jr. Robert Mackinley Holt
Chief Compliance Officer And Limited Partner
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives3
Indirect ownership records1
Regulatory statusSEC registered investment adviser
SEC registration dateJun 18, 2013
CRD number117863