Holcombe Financial, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 27, 2026, reports $452M in regulatory assets under management, 5 employees, and 722 accounts.
Assets Under Management
$452M
Employees
5
Offices
--
Total Clients
187
Primary office
ATLANTA, GA
4151 ASHFORD DUNWOODY ROAD, SUITE 165, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.3% of total clients.
Top client categories% of clientsClients
1
HNWI
51.3%
96
2
Individuals
44.4%
83
3
Pension Plans
2.7%
5
4
Pooled Investment Vehicles
1.6%
3
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$452Mas of March 27, 2026
Discretionary94.7%
$428M
95% of total RAUM94.7%
Non-discretionary5.3%
$24M
5% of total RAUM5.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$452M
Total Accounts722
10Y AUM Change+$227M (+101.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee37:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.