Holcombe & Mcgrath
Holcombe & Mcgrath is an SEC-registered mass-market adviser in Asheville, NC with $155.9M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Holcombe & Mcgrath: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121197, SEC 801-125021, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $155.9M (2026-04-02)
- Firm type
- Mass-Market Adviser
- Location
- Asheville, NC
- Employees
- 3
- Clients
- 268
- CRD
- 121197
- Ownership
- MCGRATH, SUSAN, LEE; HOLCOMBE, HAROLD, EUGENE; BASCHNAGEL, ROBERT, EDWARD; JOHNSON, NICOLE, A.
How much AUM does Holcombe & Mcgrath have?
Holcombe & Mcgrath reported $155.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Holcombe & Mcgrath?
Disclosed owners and executives of Holcombe & Mcgrath include MCGRATH, SUSAN, LEE, HOLCOMBE, HAROLD, EUGENE, BASCHNAGEL, ROBERT, EDWARD, JOHNSON, NICOLE, A.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.