# HOLCOMBE FINANCIAL, INC.

HOLCOMBE FINANCIAL, INC. of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 142238
- Type: SEC-registered investment adviser
- SEC file number: 801-67308
- Location: 4151 ASHFORD DUNWOODY ROAD, SUITE 165, ATLANTA, GA, 30319
- Phone: 404-257-3317
- Latest filing: 2026-06-15
- Regulatory AUM: $451.6M
- Discretionary AUM: $427.7M
- Non-discretionary AUM: $23.8M
- Clients: 5
- Accounts: 722

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Pensions, Charities, Investment cos

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Russell E Holcombe | PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| HOLCOMBE RUSSELL E | PRESIDENT; PRESIDENT / CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| DOUGHERTY STACEY ANN | CHIEF COMPLIANCE OFFICER | — |
| Sarah Rebecca Lee | VICE PRESIDENT & DIRECTOR OF CLIENT SERVICE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142238/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142238/similar
- Related entities: https://search.stillhousedata.com/firm/142238/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142238

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.