Holcombe Financial, Inc.

Holcombe Financial, Inc. is an investment advisory firm established in 2007 by Russell E. Holcombe, offering financial planning, portfolio management, and consulting services. As of December 31, 2024, the firm managed $360,788,910 on a discretionary basis. Clients typically start with a detailed discussion to assess their financial goals and circumstances, leading to the creation of a Financial Profile and Investment Plan. The firm believes in the importance of financial planning and has four key components for a successful plan. Portfolio management is conducted on a discretionary basis, with regular monitoring and rebalancing based on market conditions and client circumstances. Clients can also opt for discretionary management of held-away accounts through a third-party order management system. Holcombe Financial also offers retirement plan advisory services, acting as a fiduciary under ERISA. The firm may recommend investments in Affiliated Funds, where clients are assessed a fee based on assets under management. Holcombe Financial primarily uses Charles Schwab as the custodian and broker for client accounts. The firm's President, Russell E. Holcombe, is a Certified Financial Planner™ with extensive experience in finance and real estate. Holcombe Financial has no disciplinary events to report and maintains a Code of Ethics to ensure compliance and fair dealing. Clients receive regular account reviews and have access to a client portal for real-time portfolio reports. The firm also provides class action litigation monitoring services through Chicago Clearing Corporation. Rusty Holcombe, the President, is also a licensed real estate broker in Georgia. The firm's investment discretion is managed by Rusty Holcombe, who also serves as the Chief Compliance Officer. Holcombe Financial operates with transparency regarding fees, compensation, and potential conflicts of interest. Clients can contact Rusty Holcombe for any inquiries or concerns.