Holbrook Holdings, Inc.
● SEC registered since 2016CRD 283258SEC# 801-107682Atlanta, GA
Reg. AUM
$3.78B
Employees
14
Accounts
3
Location
Atlanta, GA
Holbrook Holdings, Inc. assets under management
Holbrook Holdings, Inc. operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2016. It reports $3.8 billion in regulatory assets under management and employs 14 people.
Holbrook Holdings, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Lee Zeck Control | President Of Sales | 10-25% | 2019 |
| Eric Allan Strom Control | Chief Compliance Officer | Under 5% | 2024 |
| Hessel Calvin Baker | Minority Owner | 5-10% | 2019 |
| Michael George Burns Control | Chief Operations Officer | 25-50% | 2016 |
| Scott McDougall Carmack Control | President/Ceo/Portfolio Manager | 50-75% | 2016 |
| Steven Henry Burns | Minority Owner | 5-10% | 2019 |
Frequently asked questions
How much does Holbrook Holdings, Inc. manage?
Holbrook Holdings, Inc. reports $3.8 billion in regulatory assets under management on its Form ADV.
How many employees does Holbrook Holdings, Inc. have?
Holbrook Holdings, Inc. reports 14 employees.
Where is Holbrook Holdings, Inc. located?
Holbrook Holdings, Inc. is based in Atlanta, GA and has been SEC-registered since 2016.
Does Holbrook Holdings, Inc. disclose fund performance?
Holbrook Holdings, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3715 Northside Pkwy NW, 100, Atlanta, GA 30327 |
| Phone | 678-400-3980 |
| Office hours | 6:00 a.m.-3:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.78B▲ 64%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,306 advisers
EmployeesTop 32%
More than 68% of 16,824 advisers
Assets under management
$3.78Bregulatory AUM
Discretionary $3.78B