Holcombe Financial, Inc.

RIASEC Registered

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 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.