SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Highbrook Capital Partners
Atlanta, GA
Highbrook Capital Partners LLC, CRD 338408
Firm filing updated March 31, 2026 ·
- $509.1MAssets
- 5Advisory staff
- 596Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals96
- Individuals62
- Corporations or other businesses36
- Pension and profit sharing plans1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 62 | $22.2 million |
| High net worth individuals | 96 | $373.2 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1.9 million |
| Charitable organizations | Fewer than 5 clients | $5.7 million |
| Corporations or other businesses not listed above | 36 | $105.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 6 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$509.1 million
- Accounts596
- Discretionary$478.7 million · 590 accounts
- Non-discretionary$30.4 million · 6 accounts
People
- Employees6
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Highbrook Capital Partners LLC SEC-registered investment advisor. CRD 338408, SEC file 801-134570.
- Registered with the SEC as an investment advisor (status date on record: December 3, 2025).
Is Highbrook Capital Partners a fiduciary?
Short answer: Highbrook Capital Partners is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.