Holt Capital Advisors, L.L.C.
● SEC registered since 2013CRD 117863SEC# 801-78012Fort Worth, TX
Ranks #2,892 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$1.09B
Fund GAV
$28.2M
Private funds
1
Employees
6
Accounts
142
Location
Fort Worth, TX
Holt Capital Advisors, L.L.C. assets under management
Holt Capital Advisors, L.L.C. is a registered investment adviser overseen by the SEC based in Fort Worth, TX. The firm has been registered since 2013. It reports $1.1 billion in regulatory assets under management and employs 6 people. Holt Capital Advisors, L.L.C. manages 1 private fund with combined gross assets of $28.2 million, including Equilibrium Stock Fund, L.P. By regulatory assets, it ranks 2,892 of 6,004 private fund managers.
Holt Capital Advisors, L.L.C. private funds
1 funds · $28.2M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Equilibrium Stock Fund, L.P. | Other Private | $28.2M | $500K |
Holt Capital Advisors, L.L.C. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles B Scarbrough Control | Limited Partner | 25-50% | 2026 |
| Holt Capital Advisors, L.L.C. Control | General Partner | Under 5% | 2001 |
| Jr. Robert MacKinley Holt Control | Chief Compliance Officer And Limited Partner | Over 75% | 2001 |
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Join to unlock · $37/moFrequently asked questions
How much does Holt Capital Advisors, L.L.C. manage?
Holt Capital Advisors, L.L.C. reports $1.1 billion in regulatory assets under management on its Form ADV.
How many private funds does Holt Capital Advisors, L.L.C. manage?
Holt Capital Advisors, L.L.C. manages 1 private funds with combined gross assets of $28.2 million.
How many employees does Holt Capital Advisors, L.L.C. have?
Holt Capital Advisors, L.L.C. reports 6 employees.
Where is Holt Capital Advisors, L.L.C. located?
Holt Capital Advisors, L.L.C. is based in Fort Worth, TX and has been SEC-registered since 2013.
Does Holt Capital Advisors, L.L.C. disclose fund performance?
Holt Capital Advisors, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 301 Commerce Street, Suite 1430, Fort Worth, TX 76102 |
| Phone | 817-877-1430 |
| Fax | 817-877-1431 |
| Office hours | 8-5p.m. Cst |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.09B▲ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
AUM vs fund managersTop 48%
Larger than 52% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$1.09Bregulatory AUM
Discretionary $796.7MNon-discretionary $293.7M
Service providers
Auditor
Prime broker
Custodian
Administrator