Highbrook Capital Partners logo

Highbrook Capital Partners

Updated today

Client AUM

$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

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Options & derivatives strategies Private / alternative investments Wealth management

Occupation focus

Executive Founder/Business Owner

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Fee options

Fixed

Fixed financial planning fees ranging from $7,500 to $30,000

Percentage

Maximum fee up to 2% annually, tiered schedule applies (specific tiers not fully detailed in brochure)

Commissions

Commission-based compensation possible from insurance product sales by dually-licensed associated persons, separate from advisory fees

Project-based

Hourly financial planning fees at negotiable rate of $500 per hour

Other

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

Advisors at this firm

user avatar

Michael R

CFP®, Series 63, Series 65

Atlanta, GA

Highbrook Capital Partners

Michael Rollauer is a CFP® professional with 23 years of experience in the financial services industry. He currently serves at Highbrook Capital Partners and previously worked at firms including Waypoint Wealth Counsel and Arcus Capital Partners, LLC. He holds an insurance license but does not actively solicit insurance business. Highbrook Capital Partners provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm employs a disciplined investment approach combining fundamental, quantitative, technical, and charting analysis, utilizing a broad array of strategies and instruments through discretionary portfolio management.

Options & derivatives strategies Private / alternative investments Wealth management Executive Founder/Business Owner
user avatar

Hampton C

CFA®, Series 63, Series 65

Atlanta, GA

Highbrook Capital Partners

Hampton Clark is a CFA® charterholder with eight years of experience in the financial services industry. He is currently with Highbrook Capital Partners and has previously worked at UBS Financial Services, AIG Capital Services, American General Life Insurance, Banksouth, and the University of Georgia. Clark serves on the board of 706 Together, where he helps organize fundraising events and leads the annual golf tournament. Highbrook Capital Partners provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering discretionary portfolio management, pension consulting, and comprehensive financial planning. The firm employs a multi-faceted investment process and uses a broad array of strategies and tools, implementing them mostly through separately managed accounts and institutional custodians.

Options & derivatives strategies Private / alternative investments Wealth management Executive Founder/Business Owner
user avatar

Richard B

Series 66

Atlanta, GA

Highbrook Capital Partners

Richard Bond is a financial advisor at Highbrook Capital Partners in Atlanta, GA, with 20 years of industry experience and a Series 66 designation. His prior roles include positions at Atticus Wealth Management, Wells Fargo Clearing, Wells Fargo Advisors LLC, and Truist Investment Services. Highbrook Capital Partners provides advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering discretionary portfolio management and financial planning. The firm uses a comprehensive investment approach that incorporates fundamental, quantitative, technical, and charting analysis and employs a broad range of strategies through separately managed accounts and institutional custodians.

Options & derivatives strategies Private / alternative investments Wealth management Executive Founder/Business Owner
user avatar

Daniel H

Series 65

Atlanta, GA

Highbrook Capital Partners

Daniel Hall is a financial advisor at Highbrook Capital Partners in Atlanta, GA, holding a Series 65 designation with seven years of industry experience. He previously worked at Waypoint Wealth Counsel LLC for five years and Nicholas Hoffman & Company for six years. Highbrook Capital Partners serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate entities, providing discretionary portfolio management, pension consulting, and comprehensive financial planning. The firm employs a multi-disciplinary investment approach and utilizes a range of strategies implemented through separately managed accounts and institutional custodians.

Options & derivatives strategies Private / alternative investments Wealth management Executive Founder/Business Owner
user avatar

Enoch M

Series 66

Atlanta, GA

Highbrook Capital Partners

Enoch Morris IV is a financial advisor at Highbrook Capital Partners with 17 years of industry experience. He holds a Series 66 designation and has worked at firms including Level8 Ventures LLC, Atticus Asset Management, LLC, SPC, New England Securities, and Equitable Advisors. He is also involved with Atticus Wealth Management as a registered investment advisors manager and member. Highbrook Capital Partners serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with discretionary portfolio management, pension consulting, and financial planning. The firm employs a blend of fundamental, quantitative, technical, and charting analysis and uses a wide range of investment tools in separately managed accounts and institutional custody arrangements.

Options & derivatives strategies Private / alternative investments Wealth management Executive Founder/Business Owner
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