Holcombe Financial, Inc.
Holcombe Financial, Inc. is an SEC-registered wealth manager in Atlanta, GA with $451.6M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Holcombe Financial, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 142238, SEC 801-67308, data through 2026-06-15.
- AUM (assets under management / regulatory AUM)
- $451.6M (2026-06-15)
- Firm type
- Wealth Manager
- Location
- Atlanta, GA
- Employees
- 5
- Clients
- 187
- CRD
- 142238
- Ownership
- HOLCOMBE, RUSSELL, E; DOUGHERTY, STACEY, ANN; LEE, SARAH, REBECCA
How much AUM does Holcombe Financial, Inc. have?
Holcombe Financial, Inc. reported $451.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-15).
Who owns Holcombe Financial, Inc.?
Disclosed owners and executives of Holcombe Financial, Inc. include HOLCOMBE, RUSSELL, E, DOUGHERTY, STACEY, ANN, LEE, SARAH, REBECCA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.