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, individually owned registered investment adviser that has been SEC-registered since 2006. The firm positions itself as a capital allocator for a mix of individual, family and institutional clients, delivering financial planning, portfolio management for individuals and pooled vehicles, pension consulting and manager selection services. Its fee model is flexible — charging percentage-of-AUM, hourly and fixed fees, and it is set up to accept performance-based arrangements. Investment approach leans on third-party managers and pooled vehicles as well as proprietary fund structures; Holcombe identifies itself as a capital allocator and reports an industry affiliation as a real estate broker. The firm does not identify as an active ESG investor.