Overview
Assets Under Management: $156 million
Headquarters: ASHEVILLE, NC
High-Net-Worth Clients: 43
Average Client Assets: $2.1 million
Frequently Asked Questions
HOLCOMBE & MCGRATH is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #121197), HOLCOMBE & MCGRATH is subject to fiduciary duty under federal law.
HOLCOMBE & MCGRATH is headquartered in ASHEVILLE, NC.
HOLCOMBE & MCGRATH serves 43 high-net-worth clients according to their SEC filing dated April 02, 2026. View client details ↓
According to their SEC Form ADV, HOLCOMBE & MCGRATH offers financial planning and portfolio management for individuals. View all service details ↓
HOLCOMBE & MCGRATH manages $156 million in client assets according to their SEC filing dated April 02, 2026.
According to their SEC Form ADV, HOLCOMBE & MCGRATH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.69%
Average Client Assets: $2.1 million
Total Client Accounts: 701
Discretionary Accounts: 701
Regulatory Filings
CRD Number: 121197
Filing ID: 2091290
Last Filing Date: 2026-04-02 12:55:52