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- Custodian
- Capital Bank ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-07-2002
- Office Locations
- 1
Office Locations
About Holt Capital Partners, L.p.
Holt Capital Partners, L.P. is a Fort Worth, TX investment adviser serving retail and institutional clients with discretionary portfolio management and asset-allocation programs. Its SMA assets are predominantly ETF-based, complemented by fixed income and select alternatives (e.g., real estate/hedge funds). Founded in 2002, it is led by CCO/partner Robert Mackinley Holt Jr. and custodies with Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ROBERT MACKINLEY HOLT, JR. JR.
Chief Compliance Officer, Limited Partner, Partner
- CRD
- #2131092
- Ownership
- 75% or more
CHARLES B SCARBROUGH
Limited Partner
- CRD
- --
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $796,727,464 | $5,773,387 |
| Non-Discretionary | $293,718,864 | $73,429,716 |
| Total | $1,090,446,328 | $7,679,199 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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