Alexander
Johnson

Holcombe Financial, Inc

CRD#8073657
Investment Advisor
in Atlanta, GA

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About this Advisor

Alexander Johnson is a financial advisor based in Atlanta, Georgia, working with Holcombe Financial, Inc. Alexander has previously held positions at Holcombe Financial, Inc, Reicon Capital, Fusion Connect, Domino's Pizza, Papa John's Pizza, The University of Georgia, and Eagle's Landing Christian Academy. Alexander has passed the Series 65 regulatory exam and is registered to provide services in Georgia. Currently, Alexander is part of Holcombe Financial, Inc, which operates out of Atlanta, Georgia. The firm has 6 employees and manages assets totaling $379.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. The fee structure at Holcombe Financial, Inc includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

4151 Ashford Dunwoody Road Suite 165
Atlanta, GA 30319

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Holcombe Financial, Inc Brokerage Details

Total Assets Under Management

$379,390,696

GA Average: $3,570,121,308
Total Number of Employees

6

GA Average: 58
Total Number of Accounts

694

GA Average: 1,608
Average Account Size

$546,672

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services

Alexander Johnson Work History

2024 - Present (1 year)

Holcombe Financial, Inc

2022 - 2024 (2 years)

Reicon Capital

2022 - 2022 (< 1 year)

Fusion Connect

2019 - 2021 (2 years)

Domino'S Pizza

2018 - 2019 (1 year)

Papa John'S Pizza

2017 - 2021 (4 years)

The University Of Georgia

2013 - 2017 (4 years)

Eagle'S Landing Christian Academy

Disclosures

Please visit the SEC profile of Alexander Johnson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Holcombe Financial, Inc

Alexander Johnson
Atlanta, GA
Russell Holcombe
Atlanta, GA

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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