Russell E Holcombe

Employer firm

Holcombe Financial, Inc. CRD 142238

$452M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2003 → Present
  Holcombe Financial Inc.
  Atlanta, GA

Previous Registrations

• 2007-11-13 → 2007-12-31
  Holcombe Financial, Inc.
  Atlanta, GA
• 2004-10-26 → 2007-09-05
  Applied Financial Group Inc
  Atlanta, GA

Other Businesses

R&D Properties, Inc., 4151 Ashford Dunwoody Rd Suite 165 Atlanta GA 30319, non investment related, real estate broker, 1 hr/mth worked, 1 hr/mth worked during trading hours, buy and sell real estate. POI Management,4151 Ashford Dunwoody Rd Suite 165 Atlanta GA 30319, investment related, Owner, 10 hrs/mth worked, 10 hrs/mth worked during trading hours, Rusty Holcombe is the owner of POI Management, which is the General Partner of HF Income Fund, LP, for which Holcombe Financial Inc. serves as investment adviser.

Designations

• Certified Financial Planner