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Amon Holcomb

24 Years of Experience
Ocean Springs, MS
Broker

Amon Holcomb is a registered investment advisor at Verus Capital Partners, LLC, based in Ocean Springs, MS, with 24 years of industry experience. Amon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 5,642 clients with $2.3B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
47 advisors
Number of Clients
5,642 clients
Average Client Portfolio
$406K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K+2.00%

Fees are negotiable based on account complexity, composition, and expected future asset additions.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6007 Washington Avenue, Ocean Springs, MS, 39564

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amon works full-time at Holcomb Wealth Management and Holcomb Tax Services. He also owns HF Properties LLC (real estate rental), is treasurer for Arbor Homeowners Association Inc. and Rotary Club, and provides investment advisory services through Verus Capital Partners LLC (full-time).

Employment History
Current Registrations
Verus Capital Partners, LLC
August 2021 - Present · 5 yrs 2 mos
LPL Financial LLCBroker
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
Avantax Advisory Services
July 2006 - August 2021 · 15 yrs 1 mo
Avantax Investment Services, INC.Broker
October 2001 - August 2021 · 19 yrs 10 mos
State Registrations8 states
ALARFLGALAMSNVTX
AdvisorBrokerBoth

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.
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