# HOLT CAPITAL ADVISORS, L.L.C.

HOLT CAPITAL ADVISORS, L.L.C. of FORT WORTH, TX is an SEC-registered investment adviser.

## Registration

- CRD: 117863
- Type: SEC-registered investment adviser
- SEC file number: 801-78012
- Location: 301 COMMERCE STREET, SUITE 1430, FORT WORTH, TX, 76102
- Phone: 817-877-1430
- Latest filing: 2026-05-27
- Regulatory AUM: $1.1B
- Discretionary AUM: $796.7M
- Non-discretionary AUM: $293.7M
- Clients: 6
- Accounts: 142

## Business model

- Compensation: % of AUM, Hourly
- Clients served: High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jr. Robert Holt | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER; MEMBER | — |
| SIMON PAUL JOSEPH | LIMITED PARTNER; PARTNER | — |
| HOLT ROBERT MACKINLEY | CHIEF COMPLIANCE OFFICER AND LIMITED PARTNER; CHIEF COMPLIANCE OFFICER AND MANAGER; MEMBER | — |
| Charles B Scarbrough | LIMITED PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117863/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117863/similar
- Related entities: https://search.stillhousedata.com/firm/117863/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117863

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.