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- Custodian
- Broadridge · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-30-2006
- Office Locations
- 1
Office Locations
About Holcombe Financial, Inc.
Holcombe Financial, Inc. is an Atlanta-based RIA providing investment management and creative financial planning for entrepreneurs, corporate executives with complex compensation plans, and FIRE-minded families. Its portfolio approach is built around generating dependable cash flow to make work optional (“Point of Independence”), supported by coordinated tax, estate, retirement, cash-flow, and risk management planning; the firm’s founder is the author of “Only Get Rich Once.”
Team overview
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Owner & Executives
RUSSELL E HOLCOMBE
Chief Compliance Officer, Director, President
- CRD
- #4347040
- Ownership
- 75% or more
SARAH REBECCA LEE
Director Of Client Service, VICE PRESIDENT
- CRD
- #4487934
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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Alexander Jeffrey Johnson
Analyst + Trader
- CRD
- #8073657
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $427,737,183 | $781,969 |
| Non-Discretionary | $23,825,331 | $136,145 |
| Total | $451,562,514 | $625,433 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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