Holcombe Financial, Inc.

RIASEC Registered
Total AUM
$452M
Discretionary
$428M
95% of AUM
Avg account
$625K
Accounts
722
Employees
5
Advisory reps
3

Firm details

Headquarters
Brookhaven, Georgia
CRD number
142238
Registered since
November 30, 2006
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 that has been SEC-registered since 2006. The firm serves both individuals/families and institutional clients and positions itself as a capital allocator, offering discretionary and non-discretionary portfolio management along with financial planning. Advisory services include portfolio management for individuals and pooled vehicles, selection of other advisers, and pension consulting. The firm charges a mix of fee types—percentage of assets under management, hourly, fixed fees, and performance-based fees—and maintains an industry affiliation as a real estate broker.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 77%, Exchange Traded Equities 11%, Private Funds 8%, State & Local Bonds 2%, Cash & Cash Equivalents 2%77%
  • Public Funds/Mutual Funds77%
  • Exchange Traded Equities11%
  • Private Funds8%
  • State & Local Bonds2%
  • Cash & Cash Equivalents2%

Owners & executives

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Contacts

FINTRX

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 30

Active vs passive

$143M in ETFs

Passive

48%

$68.3M

Active

50%

$74.9M

ETFProviderStyleCategoryValueShares% of portfolio
SCHWAB SHORT-TERM US TREASURY ETF (SCHO)SchwabPassiveShort Government$24.8M1,040,55517.33%

Location

Primary office

Brookhaven, GA

Dekalb

Location

Brookhaven, GA

Headquartered in Brookhaven, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Dekalb
Address
4151 Ashford Dunwoody Rd Ne
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth