Holt Capital Partners Fees & Minimum

Overview

Headquarters: Fort Worth, TX
Total Firm Assets: $1.1 billion
Average High-Net-Worth Client Portfolio Size: $10.6 million
Stated Minimum Account Size: $1,000,000

Fee Disclosure

Source: HOLT CAPITAL ADVISORS, L.L.C., D/B/A HOLT CAPITAL PARTNERS, L.P. - ADV PART 2A (2026-03-26) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	1.00%
$2,000,001	$10,000,000	0.75%
$10,000,001	and above	0.50%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$42,500	0.85%
$10 million	$80,000	0.80%
$50 million	$280,000	0.56%
$100 million	$530,000	0.53%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets: 87.55%
Number of High-Net-Worth Clients: 90
Total Client Accounts: 142
Discretionary Accounts: 138
Non-Discretionary Accounts: 4

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 117863

HOLT CAPITAL ADVISORS, L.L.C., D/B/A HOLT CAPITAL PARTNERS, L.P. - ADV PART 2A (2026-03-26) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Holt Capital Partners, LP