HOLBROOK HOLDINGS, INC.
CRD #283258 SEC #801-107682 ATLANTA, GA 678-400-3980
SEC Registered
Total AUM
$2.3B
Discretionary
$2.3B
Employees
14
Clients
--
Accounts
2
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 4, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| STROM, ERIC, ALLAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARMACK, SCOTT, MCDOUGALL | I | PRESIDENT/CEO/PORTFOLIO MANAGER | D | Control |
| CARMACK, SCOTT, MCDOUGALL | I | PRESIDENT/CEO/PORTFOLIO MANAGER | D | Control |
| CARMACK, SCOTT, MCDOUGALL | I | PRESIDENT/CEO/PORTFOLIO MANAGER | D | Control |
| CARMACK, SCOTT, MCDOUGALL | I | PRESIDENT/CEO/PORTFOLIO MANAGER | D | Control |
| CARMACK, SCOTT, MCDOUGALL | I | PRESIDENT/CEO/PORTFOLIO MANAGER | D | Control |
| CARMACK, SCOTT, MCDOUGALL | I | PRESIDENT/CEO/PORTFOLIO MANAGER | D | Control |
| CARMACK, SCOTT, MCDOUGALL | I | PRESIDENT/CEO/PORTFOLIO MANAGER | D | Control |
| CARMACK, SCOTT, MCDOUGALL | I | PRESIDENT/CEO/PORTFOLIO MANAGER | D | Control |
| CARMACK, SCOTT, MCDOUGALL | I | PRESIDENT/CEO/PORTFOLIO MANAGER | D | Control |
| CARMACK, SCOTT, MCDOUGALL | I | PRESIDENT/CEO/PORTFOLIO MANAGER | D | Control |
| CARMACK, SCOTT, MCDOUGALL | I | PRESIDENT/CEO/PORTFOLIO MANAGER | D | Control |
| CARMACK, SCOTT, MCDOUGALL | I | PRESIDENT/CEO/PORTFOLIO MANAGER | D | Control |
| BURNS, MICHAEL, GEORGE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF SALES | C | Control |
| BURNS, MICHAEL, GEORGE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF SALES | C | Control |
| BURNS, MICHAEL, GEORGE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF SALES | C | Control |
| BURNS, MICHAEL, GEORGE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF SALES | C | Control |
| BURNS, MICHAEL, GEORGE | I | CHIEF COMPLIANCE OFFICER/DIRECTOR OF SALES | C | Control |
| BURNS, MICHAEL, GEORGE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | C | Control |
| BURNS, MICHAEL, GEORGE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | C | Control |
| BURNS, MICHAEL, GEORGE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | C | Control |
| BURNS, MICHAEL, GEORGE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | C | Control |
| BURNS, MICHAEL, GEORGE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | C | Control |
| BURNS, MICHAEL, GEORGE | I | CHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICER | C | Control |
| BURNS, MICHAEL, GEORGE | I | CHIEF OPERATIONS OFFICER | C | Control |
| ZECK, BRIAN, LEE | I | PRESIDENT OF SALES | B | Control |
| ZECK, BRIAN, LEE | I | PRESIDENT OF SALES | B | Control |
| ZECK, BRIAN, LEE | I | PRESIDENT OF SALES | B | Control |
| ZECK, BRIAN, LEE | I | PRESIDENT OF SALES | B | Control |
| ZECK, BRIAN, LEE | I | PRESIDENT OF SALES | B | Control |
| ZECK, BRIAN, LEE | I | PRESIDENT OF SALES | B | Control |
| BAKER, HESSEL, CALVIN | I | MINORITY OWNER | A | |
| BAKER, HESSEL, CALVIN | I | MINORITY OWNER | A | |
| BAKER, HESSEL, CALVIN | I | MINORITY OWNER | A | |
| BAKER, HESSEL, CALVIN | I | MINORITY OWNER | A | |
| BAKER, HESSEL, CALVIN | I | MINORITY OWNER | A | |
| BAKER, HESSEL, CALVIN | I | MINORITY OWNER | A | |
| BURNS, STEVEN, HENRY | I | MINORITY OWNER | A | |
| BURNS, STEVEN, HENRY | I | MINORITY OWNER | A | |
| BURNS, STEVEN, HENRY | I | MINORITY OWNER | A | |
| BURNS, STEVEN, HENRY | I | MINORITY OWNER | A | |
| BURNS, STEVEN, HENRY | I | MINORITY OWNER | A | |
| BURNS, STEVEN, HENRY | I | MINORITY OWNER | A |
Registrations
Federal
IA
Feb 4, 2025 REGISTERED
Notice Filings (5)
GA NC OR TN TX
Address
3225 CUMBERLAND BLVD100
ATLANTA, GA 30339
United States
Phone: 678-400-3980