Holcombe Financial, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$409,590,054
Clients
179
Advisors
3
of 5 employees
About
Holcombe Financial provides financial planning, discretionary portfolio management, general consulting, and retirement plan advisory services to individuals (including high‑net‑worth clients), trusts, and pooled investment vehicles. The firm also acts as advisor and manager to several affiliated private funds and accepts pooled‑vehicle clients in addition to individual accounts.
Client relationships are built around a written financial plan produced with the firm’s proprietary BluePages software, and investment programs generally combine long‑term, buy‑and‑hold passive asset allocation with selective active sleeves (for example, dividend‑focused funds, fixed income, commodities, and real‑estate exposures). Holcombe typically manages accounts on a discretionary basis, can manage certain held‑away retirement and other accounts through the Pontera platform, and may recommend third‑party separate account managers when appropriate; it will not transact in private funds for a client without prior authorization.
What distinguishes the firm from many peers is its role as managing member and investment manager of multiple affiliated, unregistered private funds that focus on income and real‑estate strategies; these funds use contributed‑capital based fees, are closed to new investors, and include performance allocations to the firm. The brochure also discloses that the principal owner is a licensed real estate broker and that the firm receives management, performance‑based compensation, and certain expense reimbursements from affiliated funds, and it describes steps taken to address the resulting conflicts of interest (for example, not charging the firm’s regular asset‑based advisory fee on assets invested in those affiliated funds).
Client services
Expertise
Occupation focus
Fee options
Starting at $10,000 for Financial Planning Services and General Consulting Services (fixed fees)
$0 - $500,000: 1.25% $500,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
$500 to $750 per hour for General Consulting Services
Performance-based fees on net profits from Affiliated and some unaffiliated private funds; eligibility generally requires $1,100,000 AUM or $2,200,000 net worth
Account minimum: $2,000,000 Minimum fee: Minimum annual fee of $10,000 for Portfolio Management Services
Main office
4151 Ashford Dunwoody Road, Suite 165
Atlanta GA 30319
Advisors at this office
3
Most active in
Florida · Georgia · North Carolina · Texas
Also doing business as
Holcombe Financial Inc. · Holcombe Financial, Inc. · Poi Management, LLC (Relying Adviser)
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Sarah L
Series 63, Series 65
Atlanta, GA
Holcombe Financial, Inc.
Sarah Lee is a financial advisor at Holcombe Financial, Inc. with nine years of industry experience, including two years at Balentine LLC. She holds the Series 63 and Series 65 designations. Holcombe Financial provides financial planning, discretionary portfolio management, general consulting, and retirement plan advisory services to individuals, trusts, and pooled investment vehicles. The firm combines long-term passive asset allocation with selective active strategies and manages multiple affiliated private funds focused on income and real estate.
Alexander J
Series 65
Atlanta, GA
Holcombe Financial, Inc.
Alexander Johnson is a Series 65-licensed financial advisor at Holcombe Financial, Inc. with one year of industry experience. Prior to joining Holcombe Financial, he worked at Reicon Capital and Fusion Connect, and has experience at The University of Georgia and in the food service industry. Holcombe Financial provides financial planning, discretionary portfolio management, and retirement plan advisory services to individuals, trusts, and pooled investment vehicles. The firm combines long-term, buy-and-hold passive asset allocation with selective active management and serves both individual clients and affiliated private funds focused on income and real estate strategies.
Russell H
CFP®
Atlanta, GA
Holcombe Financial, Inc.
Russell Holcombe is a CFP® professional with 21 years of industry experience. He has been with Holcombe Financial, Inc. since 2003 and serves as one of three advisors at the firm. Outside of his advisory role, he is a licensed real estate broker involved in non-investment-related real estate activities. Holcombe Financial provides financial planning, discretionary portfolio management, consulting, and retirement plan advisory services to individuals, trusts, and pooled investment vehicles. The firm manages accounts primarily on a discretionary basis and is notable for its management of multiple affiliated private funds focused on income and real estate strategies.
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