Eric B. Toole

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CRD#: 4557002

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Eric Bowen Toole, CFP® was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 2002. Eric had worked at 6 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Harbor 30A, LLC. Manager of a residential rental real estate property company. Beginning August 2023 and not investment related. Number of hours devoted to this activity are 1-5 hours per month during business and non-business hours. Harbor T, LLC. Holding company for ownership interest in a private company. Beginning May 2022 and not investment related. Number of hours devoted to this activity are zero hours per month during business and non-business hours.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2004

Experience

Past

June 6, 2022 - October 1, 2025

HB WEALTH

RIA

CRD#: 316731

Atlanta, GA

Past

February 4, 2020 - December 31, 2023

ANTARES WEALTH

RIA

CRD#: 305732

ATLANTA, GA

Past

November 2, 2015 - June 7, 2022

OAKBRIDGE PARTNERS, LTD.

RIA

CRD#: 105829

ATLANTA, GA

Past

May 20, 2011 - October 7, 2015

ADVISORY SERVICES NETWORK

RIA

CRD#: 146051

ATLANTA, GA

Past

November 9, 2009 - May 20, 2011

RESOURCE PLANNING GROUP, LTD.

RIA

CRD#: 111524

ATLANTA, GA

Past

August 19, 2002 - June 20, 2008

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

ATLANTA, GA

Past

July 10, 2002 - June 20, 2008

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

ATLANTA, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

HB WEALTH

CRD#: 316731 / SEC#: 801-122595

RIA

Registered Investment Advisory firm - (11/5/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/14/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 7/9/2002

General Securities Representative Examination

Current Firm

HB WEALTH

CRD#: 316731 / SEC#: 801-122595

RIA

Registered Investment Advisory firm - (11/5/2021 Approved)

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Contact information

Main Address

3550 Lenox Rd Suite 2700, Atlanta, GA 30326

Mailing Address

Phone number

(404) 264-1400

Established

Firm type

Fiscal year end

# of Employees

215

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

HOMRICH BERG BROCHURE (9/16/2025)

Regulatory assets under management

Total Number of Accounts	24,625
AUM (Assets Under Management)	$ 25,880,296,192

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/25/2024	Cover Page	Report
10/23/2023	Cover Page	Report
11/14/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Eric B. Toole

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ANTARES WEALTH

OAKBRIDGE PARTNERS, LTD.

ADVISORY SERVICES NETWORK

RESOURCE PLANNING GROUP, LTD.

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

HB WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 8/14/2002

Series 7

Date: 7/9/2002

Current Firm

HB WEALTH

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

HB WEALTH

TRUST BUT VERIFY

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