Holt Capital Partners, LP

Holt Capital Partners, LP (CRD# 117863) is a financial advisory firm headquartered in Fort Worth, TX. They manage $254,740,288 in 84 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    255
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $3,032,622
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Holt Capital Partners, LP
Showing 1 - 1 of 1 top financial advisors.
1
Robert M. Holt, Jr.
CRD#: 2131092
301 Commerce Street, Suite 1430, Fort Worth, TX 76102
96
Wealthminder
score

Robert Holt, Jr. (CRD# 2131092) is an Investment Advisor Representative working at Holt Capital Partners, LP in Fort Worth, TX and has over 23 years of experience in the finance industry.

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