Highbrook Capital Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$395,451,034
Clients
158
Advisors
4
of 6 employees
About
Highbrook Capital Partners provides advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and corporate entities, offering ongoing discretionary portfolio management, pension consulting, and broad financial planning. The firm prepares Investment Policy Statements or client data sheets for each relationship and conducts regular portfolio monitoring tied to clients’ stated objectives and risk tolerances.
The firm’s investment process blends fundamental, quantitative, technical and charting analysis and typically constructs portfolios through discretionary authority to implement strategy and asset allocation. Highbrook uses a broad toolkit — including options and other derivatives, short sales, margin/borrowing, structured products, commodities and private placements — and implements strategies through separately managed account structures and institutional custodial relationships.
Noteworthy aspects of the firm include its recent formation and rapid growth to roughly $509 million in regulatory assets under management and a firm policy that clients custody assets at Interactive Brokers or Charles Schwab, reflecting its use of institutional platforms and SMA arrangements. The brochure also discloses the firm’s occasional use of vendor‑supported educational meetings and client workshops and that some associated persons hold insurance licenses and may on occasion effect insurance transactions, conflicts the firm addresses through disclosure and internal procedures.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees ranging from $7,500 to $30,000
Maximum fee up to 2% annually, tiered schedule applies (specific tiers not fully detailed in brochure)
Commission-based compensation possible from insurance product sales by dually-licensed associated persons, separate from advisory fees
Hourly financial planning fees at negotiable rate of $500 per hour
Account minimum: $1,000,000 Minimum fee: Minimum fee applies depending on level of service; minimum fee amount not specifically quantified Fee-only: Fixed fee for financial planning services ranging from $7,500 to $30,000, with a minimum fee of $7,500
Main office
3490 Piedmont Road, Suite 650
Atlanta GA 30305
Advisors at this office
5
Most active in
Alabama · Colorado · Florida · Georgia · Louisiana · Texas
Also doing business as
Highbrook Capital Partners · Highbrook Capital Partners LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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