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HOLCOMBE FINANCIAL, INC.
CRD 142238 · SEC 801-67308
4151 ASHFORD DUNWOODY ROAD, SUITE 165, ATLANTA, GA, 30319, United States
Phone
404-257-3317
Fax
404-257-9818
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$451.6M
Discretionary AUM
$427.7M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $43.6M |
| High net worth individuals | 96 | $366.0M |
| Pooled investment vehicles | 3 | $14.5M |
| Pension/profit sharing plans | 5 | $27.3M |
States served
GA, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD