Highbrook Capital Partners

RIASEC Registered

Total AUM

$509M

Discretionary

$479M

94% of AUM

Avg account

$854K

Accounts

596

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 338408
Registered since: December 3, 2025
Website: highbrookcap.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.31%
Corporations / Businesses20.81%
Individuals4.37%
Charitable Organizations1.13%
Pension & Profit Sharing Plans0.38%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Highbrook Capital Partners is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC (registration completed in 2025) and acts as a capital allocator for both individual/family and institutional clients. Its service mix includes financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting-related services, the selection of outside managers, and client education through seminars and workshops. Fee arrangements are flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements. The firm identifies itself as an active ESG investor.