Richard Holbrook
Holbrook Global Strategies · Foster City, California
Richard Holbrook is a fee-only financial advisor at Holbrook Global Strategies in Foster City, California. Holbrook Global Strategies reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Holbrook Global Strategies |
|---|---|
| Based in | Foster City, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $147M across 35 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2413100 |
| Exams passed | Series 63 (1994) · Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.holbrookglobal.com |
| Profile |
How Richard's firm compares
- Holbrook Global Strategies's average account is about $4.2 million, from its Form ADV (assets managed divided by 35 accounts).
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Questions about Richard
Is Richard Holbrook a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Holbrook Global Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, Holbrook Global Strategies, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Richard Holbrook based?
Richard Holbrook is based in Foster City, California.
Is Richard Holbrook registered with the SEC?
Yes. Richard Holbrook is registered as an investment adviser representative in CA (CRD 2413100), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Holbrook Global Strategies manage?
Holbrook Global Strategies reports $147M across 35 accounts in assets under management.
How do I contact Richard Holbrook?
Through Richard's website, www.holbrookglobal.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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