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Christopher C Holcombe

Brown Advisory

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About Christopher C Holcombe

Christopher Holcombe is an investment advisor representative at Brown Advisory in Boston, Massachusetts. Christopher has been in the industry since October 2013 and is a Certified Financial Planner. Christopher is registered in Massachusetts and has a Series 65 license. Christopher specializes in Portfolio Management for Individuals, Portfolio Management for Investment Companies, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles and Selection of Other Advisors.

Firm Information

Christopher Holcombe is currently registered with Brown Advisory. Brown Advisory is an investment advisory firm based in BALTIMORE, MD. The firm manages assets for a variety of clients, including individuals, institutions, and investment companies. They offer a range of advisory services, including portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Brown Advisory also participates in wrap fee programs. The firm has over 267 investment advisory professionals and manages over $108 billion in assets.
Brown Advisory

901 SOUTH BOND STREET

BALTIMORE, MD 21231-3340

$108.33B

Assets Under Management

Not reported

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Christopher Holcombe’s Registration & Firm History

MA

06/20/2017 - Present

Brown Advisory (Boston MA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher C Holcombe.
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