Overview
Assets Under Management: $236 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 45
Average Client Assets: $4 million
Frequently Asked Questions
HIGHBROOK CAPITAL PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #338408), HIGHBROOK CAPITAL PARTNERS is subject to fiduciary duty under federal law.
HIGHBROOK CAPITAL PARTNERS is headquartered in ATLANTA, GA.
HIGHBROOK CAPITAL PARTNERS serves 45 high-net-worth clients according to their SEC filing dated January 14, 2026. View client details ↓
According to their SEC Form ADV, HIGHBROOK CAPITAL PARTNERS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
HIGHBROOK CAPITAL PARTNERS manages $236 million in client assets according to their SEC filing dated January 14, 2026.
According to their SEC Form ADV, HIGHBROOK CAPITAL PARTNERS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.71
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 206
Discretionary Accounts: 206
Regulatory Filings
CRD Number: 338408
Filing ID: 2040885
Last Filing Date: 2026-01-14 14:30:22