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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Alpha beaconBridge ridge +more
- Established Date
- 02-12-2024
- Office Locations
- 1
Office Locations
About Holcomb Financial
Holcomb Financial is a fee-only, fiduciary wealth management and financial planning firm based in Canton, GA, serving clients locally and virtually nationwide. The firm delivers personalized planning and ongoing portfolio guidance, emphasizing active management, asset allocation, and risk management. As an independent practice with no commissions, referral fees, or product quotas, it aligns advice with client goals; the firm is a NAPFA and XY Planning Network member.
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Owner & Executives
Eric Holcomb
Chief Compliance Officer, FOUNDER, LEAD ADVISOR, President
- CRD
- #7852389
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,562,688 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,562,688 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,562,688
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $500,176,401 | 7.9% |
| Public Funds | $436,862,933 | 6.9% |
| U.S. Government/Agency | $1,380,233,613 | 21.8% |
| Cash | $1,810,765,199 | 28.6% |
| Sovereign Bonds | $1,247,275,329 | 19.7% |
| Municipal Bonds | $956,033,374 | 15.1% |
| Total | $6,331,346,849 | 100.0% |