HOLCOMBE FINANCIAL, INC.

RIASEC RegisteredEst. 2006

Total AUM

$452M

Discretionary

$428M

95% of AUM

Avg account

$625K

Accounts

722

Employees

Advisory reps

Firm details

Headquarters: BROOKHAVEN, Georgia
CRD number: 142238
Registered since: November 30, 2006
Website: www.holcombefinancial.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI81.05%
Individuals9.66%
Pension & Profit Sharing Plans6.05%
Pooled Investment Vehicles3.21%
Corporations / Businesses0.03%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Holcombe Financial, Inc. is an independent registered investment adviser organized as a corporation and operating since 2006. Ownership is individual; the firm acts as a capital allocator and serves both high-net-worth individuals and families as well as institutional clients. Advisory services cover financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, pension consulting, and selection of third‑party advisers. The firm charges a mix of percentage‑of‑AUM, hourly, fixed and performance‑based fees and is not identified as an active ESG investor. Holcombe also maintains an industry affiliation as a real estate broker.