RIA Intel›Advisers›Texas›HOLT CAPITAL ADVISORS, L.L.C.

HOLT CAPITAL ADVISORS, L.L.C.

Advisory

N·FORT WORTH, TX

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$1.1B

1-Year AUM Growth

+13.6%

3-Year CAGR

+5.2%

Employees

2

Assets Under Management

Total AUM$1.1B

Discretionary AUM$797M

Non-Discretionary AUM$294M

Discretionary %73.1%

Total Clients130

Team

Total Employees2

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record19

First FilingApr 24, 2013

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 19 historical filings spanning 13+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HOLT CAPITAL ADVISORS, L.L.C.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.