Holcombe Financial, Inc.
● SEC registered since 2006CRD 142238SEC# 801-67308Atlanta, GA
Ranks #4,036 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$451.6M
Fund GAV
$14M
Private funds
3
Employees
5
Accounts
722
Location
Atlanta, GA
Holcombe Financial, Inc. assets under management
Holcombe Financial, Inc. operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2006. It reports $451.6 million in regulatory assets under management and employs 5 people. Holcombe Financial, Inc. manages 3 private funds with combined gross assets of $14 million, including Hf Fmc Income Fund II, LLC. By regulatory assets, it ranks 4,036 of 6,004 private fund managers.
Holcombe Financial, Inc. private funds
3 funds · $14M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Hf Fmc Income Fund II, LLC | Real Estate | $8.7M | $100K |
| Hf Office Income Fund, LLC | Real Estate | $4.4M | $100K |
| Hf Retail Income Fund, LLC | Real Estate | $959K | $100K |
Holcombe Financial, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Russell E Holcombe Control | President / Chief Compliance Officer | Over 75% | 2006 |
| Sarah Rebecca Lee Control | Vice President & Director Of Client Service | 5-10% | 2026 |
Frequently asked questions
How much does Holcombe Financial, Inc. manage?
Holcombe Financial, Inc. reports $451.6 million in regulatory assets under management on its Form ADV.
How many private funds does Holcombe Financial, Inc. manage?
Holcombe Financial, Inc. manages 3 private funds with combined gross assets of $14 million.
How many employees does Holcombe Financial, Inc. have?
Holcombe Financial, Inc. reports 5 employees.
Where is Holcombe Financial, Inc. located?
Holcombe Financial, Inc. is based in Atlanta, GA and has been SEC-registered since 2006.
Does Holcombe Financial, Inc. disclose fund performance?
Holcombe Financial, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4151 Ashford Dunwoody Road, Suite 165, Atlanta, GA 30319 |
| Phone | 404-257-3317 |
| Fax | 404-257-9818 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2056177 |
| Discloses disciplinary history | No |
Regulatory AUM
$451.6M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
AUM vs fund managersTop 67%
Larger than 33% of 6,004 private-fund managers
Number of fundsTop 53%
More funds than 47% of fund managers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$451.6Mregulatory AUM
Discretionary $427.7MNon-discretionary $23.8M
Service providers
Auditor
Custodian