Highbrook Capital Partners
SEC RegisteredDisciplined investing. Thoughtfully tailored.
About the firm
Highbrook Capital Partners is a partner-led, SEC-registered investment advisor based in Atlanta, Georgia — founded on the conviction that patient capital, careful judgment, and quiet partnership compound better than any single idea. Every client relationship is owned by a partner, and every portfolio decision is reviewed by the team in full.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management including portfolio construction across public and private markets; alternative investments and private market access (private equity, private credit, real assets, structured opportunities); tax-aware portfolio strategy (loss harvesting, asset location, charitable strategy, advisor coordination); and guidance for business transitions and liquidity events for founders and operating families.
Who they serve
Multigenerational families and family entities, ultra-high-net-worth individuals and entrepreneurs, corporations and corporate executives, and trusts, foundations, pensions, and charitable organizations — clients who value long-term thinking, discretion, and disciplined decision-making.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 62 | $22M |
| High Net Worth Individuals | 96 | $373M |
| Charitable Organizations | 1 | $1.9M |
| State/Municipal Entities | 2 | — |
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.50% |
| Next $1,000,001 - $5,000,000 | 1.00% |
| Over $5,000,000 | 0.85% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Highbrook Capital Partners has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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