Holcombe & Mcgrath, Inc. (Asheville)

Holcombe & Mcgrath, Inc. is a large advisory firm based in Asheville. It manages $70 million of regulatory assets for 520 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of North Carolina.

Holcombe & Mcgrath provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Holcombe & Mcgrath: assets under management

The assets under management (AUM) of Holcombe & Mcgrath, Inc. is $70 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 169% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $70 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $134.62 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Holcombe & Mcgrath, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Holcombe & Mcgrath, Inc.

Harold Eugene Holcombe has been acting as President since 1 Apr 2002. Susan Lee Mcgrath joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Susan Lee Mcgrath	Vice-president	1 Apr 2002	Other	4486875
Harold Eugene Holcombe	President	1 Apr 2002	75% - 100%	1412181

Based in Asheville

The principal office where Holcombe & Mcgrath, Inc. performs its advisory services is located at 12 A Bay Street, Asheville, NC 28802 The mailing address of the firm is P.O Box 2058, Asheville, NC 28802. It doesn’t run an office outside of the United States.