Data / Investment advisers / Georgia / Highbrook Capital Partners
Highbrook Capital Partners, Atlanta, GA: $509 million AUM, SEC registered investment adviser
Highbrook Capital Partners is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $509 million in regulatory assets under management in its Form ADV filed October 23, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 338408
- SEC file number
- 801-134570
- SEC status
- Approved, effective December 3, 2025
- Legal name
- Highbrook Capital Partners LLC
- Main office
- 3490 Piedmont Road Ne Suite 1230, Atlanta, GA 30305
- Phone
- (404) 850-2550
- Regulatory AUM
- $509,064,516 in the Form ADV filed October 23, 2026
- Discretionary AUM
- $478,683,395
- Non discretionary AUM
- $30,381,121
- Accounts
- 596
- Employees
- 6, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 96 | $373.2 million |
| Corporations or other businesses | 36 | $105.9 million |
| Individuals (other than high net worth individuals) | 62 | $22.2 million |
| Charitable organizations | 2 | $5.7 million |
| Pension and profit sharing plans | 1 | $1.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $509.1 million | March 31, 2026 |
| February 2, 2026 | $235.8 million | January 14, 2026 |
| January 2, 2026 | Not listed | December 12, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Altera Private Access, LLC | Atlanta | $562.4 million | 52 | adviserinfo.sec.gov |
| Novapoint Capital LLC | Atlanta | $536.2 million | Not listed | adviserinfo.sec.gov |
| Financial Innovations, LLC | Atlanta | $535.2 million | Not listed | adviserinfo.sec.gov |
| Sardis Group, LLC | Atlanta | $531.2 million | Not listed | adviserinfo.sec.gov |
| Benedict Financial Advisors, Inc. | Atlanta | $529.4 million | Not listed | adviserinfo.sec.gov |
| First Advisors National, LLC | Atlanta | $505.9 million | Not listed | adviserinfo.sec.gov |
| Investors Asset Management of Georgia Inc | Atlanta | $502 million | Not listed | adviserinfo.sec.gov |
| Paces Ferry Wealth Advisors, LLC | Atlanta | $491.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Highbrook Capital Partners on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.