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Highbrook Capital Partners

Updated today

Client assets under management

$395,451,034

Clients

158

61% high-net worth

Advisors

4

of 6 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

40

Low

Average account size

$2,502,855

About

Highbrook Capital Partners provides discretionary and non-discretionary portfolio management, pension consulting, and broad-based financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and business entities. The firm also facilitates insurance product transactions through its licensed personnel as a complement to advisory services.

Highbrook documents client goals in an Investment Policy Statement or Client Data Sheet and applies a mix of charting, fundamental, quantitative, and technical analysis to construct portfolios. The firm employs a range of strategies that can include long and short positions, options trading, margin borrowing, and other derivatives and structured products within separately managed accounts, and it monitors portfolios on at least a quarterly basis.

Distinctive features include a formal affiliation and common ownership structure with another registered advisor and related entities, maintained under an information barrier to address conflicts of interest. The firm requires use of institutional custodians (Interactive Brokers, Schwab, or Fidelity), discloses receipt of transition and vendor support, conducts client workshops and educational meetings, and—after forming in 2025—reported approximately $509 million in regulatory assets under management by year-end.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Options & derivatives strategies Concentrated stock management Annuities Real estate investing

Fee options

Fixed

Financial planning fixed fees ranging from $7,500 to $30,000

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.85%

Project-based

Financial planning hourly fee at negotiable rate of $500 per hour

Other

Account minimum: $1,000,000 Minimum fee: Minimum fee depending on level of service required; minimum fee for financial planning is $7,500 Fee-only: Financial planning fixed fees ranging from $7,500 to $30,000; hourly financial planning fees at $500 per hour

Main office location

Highbrook Capital Partners

3490 Piedmont Road, Suite 650

Atlanta GA 30305, United States

Number of offices

1

Most active in

Alabama · Florida · Georgia · Louisiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Michael R

CFP®, Series 63, Series 65

Atlanta, GA

Highbrook Capital Partners

Michael Rollauer is a CFP® professional with 22 years of industry experience, currently serving at Highbrook Capital Partners since 2026. His prior roles include five years at Waypoint Wealth Counsel and eleven years at Arcus Capital Partners, LLC. He holds an insurance license but does not actively solicit insurance business. Highbrook Capital Partners, LLC is an SEC-registered advisory firm that offers discretionary and non-discretionary portfolio management, pension consulting, and comprehensive financial planning primarily to individuals, high-net-worth clients, pension plans, and business entities. The firm employs a combination of fundamental, quantitative, technical, and charting analysis to construct portfolios and manages risks through regular monitoring and reviews.

Options & derivatives strategies Concentrated stock management Annuities Real estate investing
user avatar

Richard B

Series 66

Atlanta, GA

Highbrook Capital Partners

Richard Bond is a financial advisor at Highbrook Capital Partners with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Atticus Wealth Management and Wells Fargo Advisors. Highbrook Capital Partners is a small advisory firm serving individuals, high-net-worth clients, pension plans, and business entities, managing approximately $235.8 million in assets. The firm employs a range of investment strategies and conducts regular portfolio monitoring to manage risk.

Options & derivatives strategies Concentrated stock management Annuities Real estate investing
user avatar

Daniel H

Series 65

Atlanta, GA

Highbrook Capital Partners

Daniel Hall is a financial advisor at Highbrook Capital Partners with six years of industry experience. He holds the Series 65 designation and previously worked at Waypoint Wealth Counsel LLC and Nicholas Hoffman & Company. Highbrook Capital Partners, LLC is an SEC-registered advisory firm serving individuals, high-net-worth clients, pension plans, and business entities. The firm manages approximately $235.8 million in assets across roughly 58 client relationships, employing a mix of fundamental, quantitative, technical, and charting analysis to construct and monitor portfolios.

Options & derivatives strategies Concentrated stock management Annuities Real estate investing
user avatar

Enoch M

Series 66

Atlanta, GA

Highbrook Capital Partners

Enoch Morris IV is a financial advisor at Highbrook Capital Partners with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including Level8 Ventures LLC, Parkland Securities LLC, and Atticus Asset Management, where he remains affiliated. Morris also serves as a manager and member of Atticus Wealth Management Registered Investment Advisors. Highbrook Capital Partners is an SEC-registered advisory firm serving individuals, high-net-worth clients, pension plans, and business entities. The firm employs a combination of fundamental, quantitative, technical, and charting analysis to manage portfolios and offers both discretionary and non-discretionary services.

Options & derivatives strategies Concentrated stock management Annuities Real estate investing
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