Holbrook Holdings, 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 February 24, 2026, reports $3.8B in regulatory assets under management, 14 employees, 4 offices, and 3 accounts.
Assets Under Management
$3.8B
Employees
14
Offices
4 offices
Total Clients
<5
Primary office
ATLANTA, GA
3225 CUMBERLAND BLVD, 100, ATLANTA, GA, United States
Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.8Bas of February 24, 2026
Discretionary100.0%
$3.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.8B
Total Accounts3
10Y AUM Change+$3.8B (+1594508.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee0:1
10Y Employee Change+12 (+600.0%)
* 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.