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, SEC-registered advisory firm founded in 2006 and owned by an individual. It serves both high-net-worth individuals and families as well as institutional clients and describes itself as a capital allocator. Advisory offerings span comprehensive financial planning, portfolio management for individuals and pooled vehicles, selection of other advisers, and pension consulting services. The firm charges a mix of percentage-of-AUM, hourly, fixed-fee and performance-based arrangements. The firm does not identify as an active ESG investor and does not present itself as a multi-state adviser. It also lists a real estate brokerage affiliation, indicating some integration between its investment and property-related activities.