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HOLCOMBE FINANCIAL, INC.

ATLANTA, GA · CRD 142238 · IAPD ↗ · holcombefinancial.com · 404-257-3317

$451.6MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
3Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
January 2025 — HOLCOMBE FINANCIAL, INC. shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2024 — HOLCOMBE FINANCIAL, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
February 2024 — HOLCOMBE FINANCIAL, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.