Holcombe & McGrath

Financial planning in Asheville, NC

SEC registeredNo commissions reported

Call (828) 252-8228 Send a message Map ↗

Public-record details

Address: 12a Bay Street, Asheville, NC 28801
Phone: (828) 252-8228
Listed under: Financial planning, Hourly fees, % of assets managed
Legal name: McGrath & Associates, INC.
CRD number: 121197
Registration: SEC registered since 2022-05-13
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management: $155.9 million
Accounts managed: 701
Clients reported (Form ADV 5.D): 268
Individual / high-net-worth clients: 225 / 43
Employees: 3
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-04-02

SEC registered investment adviser, CRD 121197, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 121197 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Asheville

Act Advisors521 College Street · Asheville, NC 28801 · (828) 398-2802 · Financial planningCRD 173120 · % of assets, Fixed fees, Other · $498.9 million AUMSEC registeredNo commissions reported Agile Investments19 Rankin Avenue, Ste 124 · Asheville, NC 28801 · (615) 260-3845 · Hourly feesCRD 132924 · % of assets, Hourly charges, Fixed fees · $24.4 million AUMState registeredNo commissions reported Altamont Capital Management100 Coxe Avenue · Asheville, NC 28801 · (828) 236-0610 · Financial planningCRD 118979 · % of assets, Hourly charges · $412.3 million AUMSEC registeredNo commissions reported Colton Groome Financial Advisors, LLC1127-B Hendersonville Road · Asheville, NC 28803 · (828) 252-1816 · Financial planningCRD 128365 · % of assets, Fixed fees, Other · $724.9 million AUMSEC registeredNo commissions reported Horizons Wealth Management82 Patton Ave., Suite 206 · Asheville, NC 28801 · (828) 337-9395 · Financial planningCRD 127457 · % of assets, Hourly charges, Fixed fees · $258.2 million AUMSEC registeredNo commissions reported Joel Adams and Associates INC.545 Merrimon Avenue · Asheville, NC 28804 · (828) 251-9700 · Financial planningCRD 319379 · % of assets, Hourly charges, Fixed fees · $305.6 million AUMSEC registeredNo commissions reported Shining Rock Advisors LLC34 Wall Street · Asheville, NC 28801 · (828) 380-0071 · % of assets managedCRD 311295 · % of assets · $153.8 million AUMSEC registeredNo commissions reported Wells Financial Management, LLC56 Central Avenue, Suite 105 · Asheville, NC 28801 · (828) 252-4144 · Financial planningCRD 158030 · % of assets, Fixed fees · $132.7 million AUMSEC registeredNo commissions reported

All 10 in Asheville →