# Highbrook Capital Partners

> Highbrook Capital Partners is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 338408
- Filed as: HIGHBROOK CAPITAL PARTNERS
- Legal name: Highbrook Capital Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338408
- AdvisorCensus page: https://advisorcensus.com/firm/highbrook-capital-partners-atlanta-ga-338408

## Quick answers

**How is Highbrook Capital Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Highbrook Capital Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Highbrook Capital Partners located?**
Highbrook Capital Partners' principal office is in Atlanta, GA, according to its Form ADV.

**Is Highbrook Capital Partners registered with the SEC or a state?**
Highbrook Capital Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338408.

**How much does Highbrook Capital Partners manage?**
Highbrook Capital Partners reports $509,064,516 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (94% discretionary).

**What types of clients does Highbrook Capital Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (96); individuals (other than high net worth individuals) (62); corporations or other businesses not listed above (36).

**Which custodians does Highbrook Capital Partners use?**
Highbrook Capital Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Highbrook Capital Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338408

**What changed in Highbrook Capital Partners' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $235,757,049 to $509,064,516 (+116%). Employees performing advisory functions went from 4 to 5.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $509,064,516
- Discretionary: $478,683,395
- Non-discretionary: $30,381,121

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 62 | $22,240,958 |
| High net worth individuals | 96 | $373,210,076 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,939,193 |
| Charitable organizations | 2 | $5,738,640 |
| Corporations or other businesses not listed above | 36 | $105,935,649 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (0 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- highbrookcap.com
- LinkedIn @highbrook-capital

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $235,757,049 to $509,064,516 (+116%).
- Employees performing advisory functions went from 4 to 5.

### February 2026
- Regulatory assets under management went from $0 to $235,757,049.
- Employees performing advisory functions went from 3 to 4.

### January 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Highbrook Capital Partners (CRD 338408): Form ADV filing data as of October 2026.