TrueAdvisor
TrueAdvisor
MR
CFP
MR
CFP

Michael Rollauer

Highbrook Capital Partners
23 Years of Experience
Atlanta, GA
6 Disclosures
View SEC Summary
View SEC Summary

Michael Rollauer is a CFP-designated registered investment advisor at Highbrook Capital Partners, based in Atlanta, GA, with 23 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 197 clients with $510M in assets under management.

Highbrook Capital Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
197 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$509.1M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.50%
$1.0M - $5.0M1.00%
$5M+0.85%

Fees and account minimums are negotiable at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3490 Piedmont Road, Suite 650, Atlanta, GA, 30305

Get directions

History

Regulatory History (6)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2002
Closed-No Action
Customer Dispute
January 2002
Closed-No Action
Customer Dispute
October 2001
Settled
Customer Dispute
September 2001
Settled
Customer Dispute
July 2001
Denied
Customer Dispute
May 2001
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Highbrook Capital Partners
January 2026 - Present · 9 mos
Previous Registrations
Waypoint Wealth Counsel LLC
May 2021 - February 2026 · 4 yrs 9 mos
Arcus Capital Partners, LLC
March 2011 - March 2021 · 10 yrs
Harvest Oak Capital, LLC
May 2009 - January 2010 · 8 mos
Stanford Group Company
November 2007 - March 2009 · 1 yr 4 mos
Suntrust Investment Services, INC.
July 2006 - November 2007 · 1 yr 4 mos
Lincoln Financial Advisors Corporation
March 2003 - July 2006 · 3 yrs 4 mos
Salomon Smith Barney INC.
April 2001 - July 2002 · 1 yr 3 mos
State Registrations2 states
GATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Atlanta, GA →All financial advisors in Georgia →