Highbrook Capital Partners Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 338408
· SEC file 801-134570
· Atlanta, GA
· www.highbrookcap.com
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $509M
- Discretionary
- $479M
- Clients
- 197
- Avg AUM / client
- $2.6M
- Accounts
- 596
- Employees
- 6
AUM over time
$0
$509M
Sep 2025
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 62 | $22.2M | 4.37% |
| High net worth individuals | 96 | $373M | 73.3% |
| Pension and profit sharing plans | 1 | $1.9M | 0.38% |
| Charitable organizations | 2 | $5.7M | 1.13% |
| Corporations and other businesses | 36 | $106M | 20.8% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Enoch Carter Morris | Registered representative | Jan 2026 (1y) | ||
| Daniel Charles Hall | Registered representative | Jan 2026 (1y) | ||
| Michael Hayes Rollauer | Registered representative | CFP | Jan 2026 (1y) | |
| Richard Watts Bond | Registered representative | Jan 2026 (1y) |
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) | 03/31/2026 | 912 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $377M (74% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗