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HOLCOMBE FINANCIAL, INC.
CRD 142238File 801-67308
APPROVED
Retail clients
Custody
Filing as of Jun 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$451.6M
Above cohort median (national)
Discretionary AUM
$427.7M
Non-discretionary $23.8M
Clients
187
722 accounts
Employees
5
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Nov 30, 2006
- Principal office
- 4151 ASHFORD DUNWOODY ROAD, SUITE 165, ATLANTA, GA, 30319
- Phone
- 404-257-3317
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $451.6M
- Discretionary AUM
- $427.7M
- Non-discretionary AUM
- $23.8M
- Discretionary accounts
- 547
- Non-discretionary accounts
- 175
- Total accounts
- 722
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $151K |
| High net worth individuals | 96 | $366.0M |
| Pooled investment vehicles | 3 | $14.5M |
| Pension and profit sharing plans | 5 | $27.3M |
| Individuals (other than high net worth individuals) | 83 | $43.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.