Holcombe Financial, Inc
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Overview
Holcombe Financial, Inc is located at 4151 Ashford Dunwoody Road, Atlanta, GA. The firm employs 3 financial advisors to manage client portfolios and provide financial guidance. Holcombe Financial, Inc is not a registered broker-dealer.
Holcombe Financial, Inc oversees $347.1 million in assets under management across 648 accounts, of which 541 are discretionary and 107 are non-discretionary. Over the past year, the firm has provided financial planning services to between 101 and 250 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. The firm caters to retail investors, high net worth investors, pooled investment vehicles, and pension plans, with high net worth investors being the largest client type by accounts. The fee structure at Holcombe Financial, Inc includes asset-based, hourly, fixed, and performance-based fees. The firm has 110 high net worth clients and maintains affiliations with a real estate broker or dealer.
Holcombe Financial, Inc is registered in the states of Colorado, Florida, Georgia, North Carolina, and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Holcombe Financial, Inc by the Numbers
$347.1 million
6
648
$535.6 thousand
Products and Services
Holcombe Financial, Inc offers a variety of financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. In the prior fiscal year, Holcombe Financial, Inc provided financial planning services to 101-250 of its accounts. The Firm does not sell products or offer services aside from investment advice to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management usually vary depending on the services provided. Fees charged by Holcombe Financial, Inc likely include some blend of the following fee structures: asset-based, hourly, fixed, or performance-based.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm provides services to retail investors, high net worth investors, pooled investment vehicles, and pension plans. Out of its 4 clients, Holcombe Financial, Inc's biggest client type by number of accounts is high net worth investors, but it also manages money for 110 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 57.29%
- Other Individuals - 38.54%
- Corporations - 4.17%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Holcombe Financial, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Holcombe Financial, Inc
Centennial, CO
Atlanta, GA
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