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- Custodian
- Broadridge · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.”
Reported data analysis
What the numbers show
Between April 24, 2025 and June 15, 2026, reported AUM increased 19.0%, from $379.4M to $451.6M.
Across 5 reported observations, AUM increased 37.0% between October 10, 2022 and June 15, 2026, from $329.7M to $451.6M.
Of the latest reported AUM, 94.7% is discretionary and 5.3% is non-discretionary.
The firm reports 3 advisory representatives and 187 clients, or 62.3 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on June 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Holcombe Financial, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Holcombe Financial, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Holcombe Financial, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.