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Also a member of Holt Capital Advisors, L.L.C. in the 75% or more band and a control person, since September 2001."},{"label":"Charles Scarbrough","detail":"Limited partner in the 25% to 50% ownership band and a control person, since April 2026."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Texas","offices":1,"addresses":[{"street":"301 Commerce Street, Suite 1430","city":"Fort Worth","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"817-877-1430","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["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)"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":94},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":3},{"label":"U.S. state and local bonds","percent":1},{"label":"Cash and cash equivalents","percent":1}],"privateFunds":1},"sources":{"adv1FilingDate":"27 May 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/117863/PDF/117863.pdf","brochureDate":"26 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1027191","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Holt Capital Advisors have?","answer":"Holt Capital Advisors has 142 clients and manages $1.09 billion for them, as of May 2026. They include 90 high-net-worth individuals, 35 individual clients and 13 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 May 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Holt Capital Advisors offer?","answer":"Holt Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Holt Capital Advisors use?","answer":"Holt Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Southlake, TX), with $612M and Plainscapital Bank (Dallas, TX), with $106M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Holt Capital Advisors have?","answer":"Holt Capital Advisors has 1 investment adviser representative registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Holt Capital Advisors invest in?","answer":"At the end of its last fiscal year, Holt Capital Advisors’ separately managed accounts held 94% exchange-traded equities, 3% U.S. government and agency bonds, 1% non-exchange-traded equities, 1% state and local bonds and 1% cash and equivalents. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Holt Capital Advisors?","answer":"Holt Capital Advisors’ direct owners are Robert Holt (75% or more) and Charles Scarbrough (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 27 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Holt Capital Advisors get paid?","answer":"Holt Capital Advisors is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Holt Capital Advisors registered with the SEC?","answer":"Yes, Holt Capital Advisors has been registered with the SEC as an investment adviser since 18 June 2013. Its CRD number is 117863 and its SEC file number is 801-78012.","source":"Form ADV Part 1A, Item 1, filed 27 May 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Holt Capital Advisors?","answer":"Holt Capital Advisors’ main office is at 301 Commerce Street, Suite 1430, Fort Worth, TX 76102. Its phone number is 817-877-1430. 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