HOLCOMBE FINANCIAL, INC.
CRD #142238 SEC #801-67308 ATLANTA, GA 404-257-3317
SEC Registered Private Funds
Total AUM
$379.4M
Discretionary
$360.8M
Employees
6
Clients
101
Accounts
694
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $379.4M | $360.8M | $18.6M | 6 | 2 |
| Mar 2025 | $379.4M | $360.8M | $18.6M | 6 | 2 |
| Dec 2024 | $347.1M | $329.9M | $17.2M | 5 | 2 |
| Jun 2024 | $347.1M | $329.9M | $17.2M | 6 | 2 |
| Mar 2024 | $347.1M | $329.9M | $17.2M | 6 | 2 |
| Jan 2024 | $310.8M | $294.2M | $16.6M | 6 | 0 |
| Nov 2023 | $310.8M | $294.2M | $16.6M | 6 | 0 |
| Oct 2023 | $310.8M | $294.2M | $16.6M | 6 | 0 |
| Oct 2023 | $310.8M | $294.2M | $16.6M | 6 | 0 |
| Jun 2023 | $310.8M | $294.2M | $16.6M | 6 | 0 |
| Mar 2023 | $310.8M | $294.2M | $16.6M | 6 | 0 |
| Oct 2022 | $329.7M | $301.6M | $28.1M | 6 | 0 |
| Aug 2022 | $329.7M | $301.6M | $28.1M | 6 | 0 |
| Apr 2022 | $329.7M | $301.6M | $28.1M | 6 | 0 |
| Mar 2022 | $329.7M | $301.6M | $28.1M | 6 | 0 |
| Dec 2021 | $284.4M | $255.3M | $29.1M | 5 | 5 |
| Nov 2021 | $284.4M | $255.3M | $29.1M | 5 | 5 |
| Oct 2021 | $284.4M | $255.3M | $29.1M | 5 | 5 |
| Feb 2021 | $284.4M | $255.3M | $29.1M | 5 | 5 |
| Dec 2020 | $262.4M | $233.6M | $28.8M | 5 | 10 |
| Nov 2020 | $262.4M | $233.6M | $28.8M | 5 | 10 |
| Nov 2020 | $262.4M | $233.6M | $28.8M | 5 | 10 |
| Jun 2020 | $262.4M | $233.6M | $28.8M | 5 | 10 |
| Jun 2020 | $262.4M | $233.6M | $28.8M | 5 | 10 |
| Mar 2020 | $262.4M | $233.6M | $28.8M | 5 | 10 |
| Nov 2019 | $256.5M | $234.8M | $21.7M | 5 | 10 |
| Feb 2019 | $256.5M | $234.8M | $21.7M | 5 | 10 |
| Aug 2018 | $259.1M | $243.6M | $15.5M | 6 | 10 |
| Aug 2018 | $259.1M | $243.6M | $15.5M | 5 | 10 |
| Mar 2018 | $259.1M | $243.6M | $15.5M | 5 | 10 |
| Mar 2017 | $224.3M | $209.1M | $15.2M | 3 | 200 |
| Jun 2016 | $201.1M | $189.7M | $11.4M | 6 | 200 |
| Apr 2016 | $201.1M | $189.7M | $11.4M | 6 | 200 |
| Apr 2016 | $201.1M | $189.7M | $11.4M | 6 | 200 |
| Apr 2016 | $201.1M | $189.7M | $11.4M | 6 | 200 |
| Mar 2016 | $206.9M | $195.5M | $11.4M | 6 | 200 |
| Apr 2015 | $206.6M | $201.5M | $5.1M | 6 | 200 |
| Apr 2015 | $206.6M | $201.5M | $5.1M | 5 | 200 |
| Mar 2015 | $206.6M | $201.5M | $5.1M | 5 | 200 |
| Jan 2015 | $189.6M | $188.5M | $1.1M | 4 | 100 |
| Nov 2014 | $189.6M | $188.5M | $1.1M | 4 | 100 |
| Mar 2014 | $189.6M | $188.5M | $1.1M | 4 | 100 |
| Aug 2013 | $159.9M | $159.9M | $0 | 4 | 111 |
| Jun 2013 | $159.9M | $159.9M | $0 | 4 | 111 |
| Mar 2013 | $159.9M | $159.9M | $0 | 4 | 111 |
| Nov 2012 | $143.5M | $143.5M | $0 | 2 | 110 |
| Mar 2012 | $143.5M | $143.5M | $0 | 1 | 110 |
| Feb 2012 | $143.5M | $143.5M | $0 | 1 | 110 |
| Dec 2011 | $138.3M | $138.3M | $0 | 1 | 101 |
| Mar 2011 | $138.3M | $138.3M | $0 | 5 | -- |
| Feb 2011 | $144.1M | $144.1M | $0 | 5 | -- |
| Nov 2010 | $144.1M | $144.1M | $0 | 5 | -- |
| Nov 2010 | $144.1M | $144.1M | $0 | 5 | -- |
| Mar 2010 | $144.1M | $144.1M | $0 | 5 | -- |
| Sep 2009 | $123.9M | $123.9M | $0 | 5 | -- |
| Sep 2009 | $123.9M | $123.9M | $0 | 5 | -- |
| Mar 2009 | $123.9M | $123.9M | $0 | 5 | -- |
| Aug 2007 | $140M | $140M | $0 | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
| Feb 2007 | $0 | $0 | $0 | 5 | -- |
DateApr 2025
Total AUM$379.4M
Discretionary$360.8M
Non-Disc.$18.6M
Employees6
Clients2
DateMar 2025
Total AUM$379.4M
Discretionary$360.8M
Non-Disc.$18.6M
Employees6
Clients2
DateDec 2024
Total AUM$347.1M
Discretionary$329.9M
Non-Disc.$17.2M
Employees5
Clients2
DateJun 2024
Total AUM$347.1M
Discretionary$329.9M
Non-Disc.$17.2M
Employees6
Clients2
DateMar 2024
Total AUM$347.1M
Discretionary$329.9M
Non-Disc.$17.2M
Employees6
Clients2
DateJan 2024
Total AUM$310.8M
Discretionary$294.2M
Non-Disc.$16.6M
Employees6
Clients0
DateNov 2023
Total AUM$310.8M
Discretionary$294.2M
Non-Disc.$16.6M
Employees6
Clients0
DateOct 2023
Total AUM$310.8M
Discretionary$294.2M
Non-Disc.$16.6M
Employees6
Clients0
DateOct 2023
Total AUM$310.8M
Discretionary$294.2M
Non-Disc.$16.6M
Employees6
Clients0
DateJun 2023
Total AUM$310.8M
Discretionary$294.2M
Non-Disc.$16.6M
Employees6
Clients0
DateMar 2023
Total AUM$310.8M
Discretionary$294.2M
Non-Disc.$16.6M
Employees6
Clients0
DateOct 2022
Total AUM$329.7M
Discretionary$301.6M
Non-Disc.$28.1M
Employees6
Clients0
DateAug 2022
Total AUM$329.7M
Discretionary$301.6M
Non-Disc.$28.1M
Employees6
Clients0
DateApr 2022
Total AUM$329.7M
Discretionary$301.6M
Non-Disc.$28.1M
Employees6
Clients0
DateMar 2022
Total AUM$329.7M
Discretionary$301.6M
Non-Disc.$28.1M
Employees6
Clients0
DateDec 2021
Total AUM$284.4M
Discretionary$255.3M
Non-Disc.$29.1M
Employees5
Clients5
DateNov 2021
Total AUM$284.4M
Discretionary$255.3M
Non-Disc.$29.1M
Employees5
Clients5
DateOct 2021
Total AUM$284.4M
Discretionary$255.3M
Non-Disc.$29.1M
Employees5
Clients5
DateFeb 2021
Total AUM$284.4M
Discretionary$255.3M
Non-Disc.$29.1M
Employees5
Clients5
DateDec 2020
Total AUM$262.4M
Discretionary$233.6M
Non-Disc.$28.8M
Employees5
Clients10
DateNov 2020
Total AUM$262.4M
Discretionary$233.6M
Non-Disc.$28.8M
Employees5
Clients10
DateNov 2020
Total AUM$262.4M
Discretionary$233.6M
Non-Disc.$28.8M
Employees5
Clients10
DateJun 2020
Total AUM$262.4M
Discretionary$233.6M
Non-Disc.$28.8M
Employees5
Clients10
DateJun 2020
Total AUM$262.4M
Discretionary$233.6M
Non-Disc.$28.8M
Employees5
Clients10
DateMar 2020
Total AUM$262.4M
Discretionary$233.6M
Non-Disc.$28.8M
Employees5
Clients10
DateNov 2019
Total AUM$256.5M
Discretionary$234.8M
Non-Disc.$21.7M
Employees5
Clients10
DateFeb 2019
Total AUM$256.5M
Discretionary$234.8M
Non-Disc.$21.7M
Employees5
Clients10
DateAug 2018
Total AUM$259.1M
Discretionary$243.6M
Non-Disc.$15.5M
Employees6
Clients10
DateAug 2018
Total AUM$259.1M
Discretionary$243.6M
Non-Disc.$15.5M
Employees5
Clients10
DateMar 2018
Total AUM$259.1M
Discretionary$243.6M
Non-Disc.$15.5M
Employees5
Clients10
DateMar 2017
Total AUM$224.3M
Discretionary$209.1M
Non-Disc.$15.2M
Employees3
Clients200
DateJun 2016
Total AUM$201.1M
Discretionary$189.7M
Non-Disc.$11.4M
Employees6
Clients200
DateApr 2016
Total AUM$201.1M
Discretionary$189.7M
Non-Disc.$11.4M
Employees6
Clients200
DateApr 2016
Total AUM$201.1M
Discretionary$189.7M
Non-Disc.$11.4M
Employees6
Clients200
DateApr 2016
Total AUM$201.1M
Discretionary$189.7M
Non-Disc.$11.4M
Employees6
Clients200
DateMar 2016
Total AUM$206.9M
Discretionary$195.5M
Non-Disc.$11.4M
Employees6
Clients200
DateApr 2015
Total AUM$206.6M
Discretionary$201.5M
Non-Disc.$5.1M
Employees6
Clients200
DateApr 2015
Total AUM$206.6M
Discretionary$201.5M
Non-Disc.$5.1M
Employees5
Clients200
DateMar 2015
Total AUM$206.6M
Discretionary$201.5M
Non-Disc.$5.1M
Employees5
Clients200
DateJan 2015
Total AUM$189.6M
Discretionary$188.5M
Non-Disc.$1.1M
Employees4
Clients100
DateNov 2014
Total AUM$189.6M
Discretionary$188.5M
Non-Disc.$1.1M
Employees4
Clients100
DateMar 2014
Total AUM$189.6M
Discretionary$188.5M
Non-Disc.$1.1M
Employees4
Clients100
DateAug 2013
Total AUM$159.9M
Discretionary$159.9M
Non-Disc.$0
Employees4
Clients111
DateJun 2013
Total AUM$159.9M
Discretionary$159.9M
Non-Disc.$0
Employees4
Clients111
DateMar 2013
Total AUM$159.9M
Discretionary$159.9M
Non-Disc.$0
Employees4
Clients111
DateNov 2012
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees2
Clients110
DateMar 2012
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees1
Clients110
DateFeb 2012
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees1
Clients110
DateDec 2011
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees1
Clients101
DateMar 2011
Total AUM$138.3M
Discretionary$138.3M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$144.1M
Discretionary$144.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$144.1M
Discretionary$144.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$144.1M
Discretionary$144.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$144.1M
Discretionary$144.1M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$123.9M
Discretionary$123.9M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$123.9M
Discretionary$123.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$123.9M
Discretionary$123.9M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--