Russell E Holcombe
Investment adviser representative at Holcombe Financial, Inc.
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$451.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Holcombe Financial, Inc.Aug 2003 to now
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Holcombe Financial, Inc.
$451.6MAssets managed
187Clients
3Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4347040
- Firm CRD
- 142238