Holbrook Holdings, Inc.
- Regulatory AUM
- $3.8B
- Discretionary
- $3.8B
- Clients
- 3
- Avg AUM / client
- $1.3B
- Accounts
- 3
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 3 | $3.8B | 100.0% |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Carmack, Scott, Mcdougall | President/Ceo/Portfolio Manager | Jan 2016 (11y) | 50% – 75% | |
| Burns, Michael, George | Chief Compliance Officer/Chief Operations Officer | Mar 2016 (10y) | 25% – 50% | |
| Baker, Hessel, Calvin | Minority Owner | Jun 2019 (7y) | 5% – 10% | |
| Burns, Steven, Henry | Minority Owner | Jun 2019 (7y) | 5% – 10% | |
| Zeck, Brian, Lee | President Of Sales | Jun 2019 (7y) | 10% – 25% |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/24/2026 | 953 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗