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HOLCOMBE & MCGRATH
MCGRATH & ASSOCIATES, INC.
CRD 121197 · SEC 801-125021
12A BAY STREET, ASHEVILLE, NC, 28801, United States
Phone
828-252-8228
Fax
828-252-8225
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$155.9M
Discretionary AUM
$155.9M
Team
3 total employees; 2 advisory reps; 18 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 225 | $67.5M |
| High net worth individuals | 43 | $88.4M |
States served
LA, NC, VA, TX
All web addresses on file
Official SEC filing: View on IAPD