RIA Intel›Advisers›Georgia›HOLCOMB FINANCIAL, LLC

HOLCOMB FINANCIAL, LLC

Advisory

CANTON, GA

Data as of Mar 10, 2026 · Source: SEC Form ADV

Average account

$121K

across 46 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients21

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

21 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

1ST GEORGIA GROUP LLC.

$6M

BLOSSOM BALANCE LLC

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$6M

WAYPOINT FINANCIAL PLANNING, LLC

$6M

TEMPERANCE FINANCIAL SERVICES, LTD. CO

$5M

ELL WESS ADVISORS, LLC

ATLANTA, GA

$6M

JUDSON DEAN MALLARD

ATHENS, GA

$6M

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