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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

HIGHBROOK CAPITAL PARTNERS

HIGHBROOK CAPITAL PARTNERS LLC, CRD 338408

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:41d609b9-4466-190d-f5ec-eefe3d2c91e0

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: Dec 12, 2025 to Mar 31, 2026
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.78 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $509MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $479M
Private client RAUM: $395MderivedItem 5.D individuals plus high net worth individuals
Private client share: 78%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $127Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 596
Individual clients: 62
High net worth clients: 96
Custody, client assets: $144M
SEC number: 801-134570
CRD: 338408
Filings on the tape: 3
First filed: Dec 12, 2025
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: highbrookcap.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	In industry	Prior firms	Dual registered
ENOCH CARTER MORRIS	n/a	ATLANTA, GA	16	5	no
MICHAEL HAYES ROLLAUER	Certified Financial Planner	ATLANTA, GA	27	7	no
Daniel Charles Hall	n/a	ATLANTA, GA	11	2	no
RICHARD WATTS BOND	n/a	ATLANTA, GA	20	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LEVEL8 VENTURES LLC	Member	C	yes	09/2025	Mar 31, 2026	Mar 31, 2026
LONGHALL HOLDINGS, LLC	Member	C	yes	08/2025	Mar 31, 2026	Mar 31, 2026
MORRIS, ENOCH, CARTER	CHIEF COMPLIANCE OFFICER & MANAGING MEMBER	C	yes	09/2025	Mar 31, 2026	Mar 31, 2026
NORMANDY 5, LLC	Member	C	yes	08/2025	Mar 31, 2026	Mar 31, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 1 of 2

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$509M	$479M	6	5	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	0	4	0.0%	0	0	0	4	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$509M	n/a	n/a	n/a	n/a	6	n/a	0	n/a

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WAYPOINT WEALTH COUNSEL LLC	2	Feb 10, 2026	Jan 13, 2026	ATLANTA, GA	Team lift out	RIA to RIA	40.0%

Relationships

Controls (4)

← NORMANDY 5, LLCOwnerMEMBER, ownership code C, domestic entity
Mar 31, 2026 to presentfactForm ADV
← MORRIS, ENOCH, CARTEROwnerCHIEF COMPLIANCE OFFICER & MANAGING MEMBER, ownership code C, individual
Mar 31, 2026 to presentfactForm ADV
← LEVEL8 VENTURES LLCOwnerMEMBER, ownership code C, domestic entity
Mar 31, 2026 to presentfactForm ADV
← LONGHALL HOLDINGS, LLCOwnerMEMBER, ownership code C, domestic entity
Mar 31, 2026 to presentfactForm ADV

Registered with (4)

← RICHARD WATTS BONDAdvisorregistration: current employment
Jan 29, 2026 to presentfactForm ADV
← MICHAEL HAYES ROLLAUERAdvisorregistration: current employment
Jan 13, 2026 to presentfactForm ADV
← Daniel Charles HallAdvisorregistration: current employment
Jan 13, 2026 to presentfactForm ADV
← ENOCH CARTER MORRISAdvisorregistration: current employment
Jan 2, 2026 to presentfactForm ADV

Moved with (1)

← WAYPOINT WEALTH COUNSEL LLCRegistered adviser2 advisors, team lift out, same day
Feb 10, 2026 to Jan 13, 2026factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Highbrook Capital Partners reported RAUM $509.1M, up 116% from $235.8M (2026-01-14 to 2026-03-31)
Form ADVobserved 5 days ago
$273M
Occurred
Feb 10, 2026
Team lift-out
2 advisors left Waypoint Wealth Counsel LLC (Atlanta, GA) for Highbrook Capital Partners on the same day
Form ADVobserved 4 days ago
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:41d609b9-4466-190d-f5ec-eefe3d2c91e0
First observed: Dec 12, 2025
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

HIGHBROOK CAPITAL PARTNERS

HIGHBROOK CAPITAL PARTNERS LLC, CRD 338408

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:41d609b9-4466-190d-f5ec-eefe3d2c91e0

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:20 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ENOCH CARTER MORRIS

n/a

ATLANTA, GA

MICHAEL HAYES ROLLAUER

Certified Financial Planner

ATLANTA, GA

Daniel Charles Hall

n/a

ATLANTA, GA

RICHARD WATTS BOND

n/a

ATLANTA, GA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LEVEL8 VENTURES LLC

Member

yes

09/2025

Mar 31, 2026

LONGHALL HOLDINGS, LLC

Member

yes

08/2025

Mar 31, 2026

MORRIS, ENOCH, CARTER

CHIEF COMPLIANCE OFFICER & MANAGING MEMBER

yes

09/2025

Mar 31, 2026

NORMANDY 5, LLC

Member

yes

08/2025

Mar 31, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$509M

$479M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$509M

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WAYPOINT WEALTH COUNSEL LLC

Feb 10, 2026

Jan 13, 2026

ATLANTA, GA

Team lift out

RIA to RIA

40.0%