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.
Holcombe Financial, Inc.
Atlanta, GA
CRD 142238
Firm filing updated June 15, 2026 ·
- $451.6MAssets
- 3Advisory staff
- 722Accounts
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
- Performance-based feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- High net worth individuals96
- Individuals83
- Pension and profit sharing plans5
- Pooled vehicles3
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 83 | $43.6 million |
| High net worth individuals | 96 | $366.0 million |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $14.5 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $27.3 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $151,280 |
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 pooled investment vehicles (other than investment companies)
See all 5 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$451.6 million
- Accounts722
- Discretionary$427.7 million · 547 accounts
- Non-discretionary$23.8 million · 175 accounts
People
- Employees5
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
3 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 142238, SEC file 801-67308.
- Registered with the SEC as an investment advisor (status date on record: November 30, 2006).
Is Holcombe Financial, Inc. a fiduciary?
Short answer: Holcombe Financial, Inc. 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.