H
$509.1M Total AUM
$478.7M Disc. AUM
-- 3Y CAGR
6 Employees
197 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-03-2025
- Office Locations
- 1
Office Locations
3490 Piedmont Road Suite 650 Atlanta GA
About Highbrook Capital Partners
Highbrook Capital Partners is a Atlanta-based RIA. The firm has been operating for 0 years. Managing $509.1M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
30 AVG AGE
$101.8M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
0.5 yrs AVG TENURE
6 Employees
5 Advisory Reps
4 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
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Available
Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
E
ENOCH CARTER MORRIS IV
Chief Compliance Officer, Managing Member
- CRD
- #5689627
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 1 of 1 owners & executives
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R
RICHARD WATTS BOND
Senior Investment Advisor
- CRD
- #5107640
Available
Available
Available
D
Daniel Charles Hall
Managing Partner / Co-Founder
- CRD
- #7137449
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $478,683,395 | $811,328 |
| Non-Discretionary | $30,381,121 | $5,063,520 |
| Total | $509,064,516 | $854,135 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Private Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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