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HIGHBROOK CAPITAL PARTNERS

ATLANTA, GA · CRD 338408 · IAPD ↗ · highbrookcap.com · 404-850-2550

$509.1MRegulatory AUM
5Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — HIGHBROOK CAPITAL PARTNERS now reports custody of client assets ($144.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2026 — HIGHBROOK CAPITAL PARTNERS crossed $500M in regulatory AUM ($235.8M -> $509.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
February 2026 — HIGHBROOK CAPITAL PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
January 2026 — HIGHBROOK CAPITAL PARTNERS (ATLANTA, GA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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