# Holcombe & McGrath

> Holcombe & McGrath is an SEC-registered investment advisory firm in Asheville, NC, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 2, 2026.

- CRD: 121197
- Filed as: HOLCOMBE & MCGRATH
- Legal name: McGrath & Associates, Inc.
- Also doing business as: MCGRATH & ASSOCIATES, INC., D/B/A HOLCOMBE & MCGRATH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Asheville, NC
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/121197
- AdvisorCensus page: https://advisorcensus.com/firm/holcombe-and-mcgrath-asheville-nc-121197

## Quick answers

**How is Holcombe & McGrath compensated?**
On its Form ADV (Item 5.E, October 2026), Holcombe & McGrath reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Holcombe & McGrath located?**
Holcombe & McGrath's principal office is in Asheville, NC, according to its Form ADV.

**Is Holcombe & McGrath registered with the SEC or a state?**
Holcombe & McGrath is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 121197.

**How much does Holcombe & McGrath manage?**
Holcombe & McGrath reports $155,898,135 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (100% discretionary).

**How have Holcombe & McGrath's assets and staff changed since 2022?**
In the Form ADV data for Holcombe & McGrath: Regulatory assets under management: $116,533,595 in the October 2022 data and $155,898,135 in the October 2026 data, up 34%. Total employees: 3 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Holcombe & McGrath serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (225); high net worth individuals (43).

**Which custodians does Holcombe & McGrath use?**
Holcombe & McGrath's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Holcombe & McGrath report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/121197

**What changed in Holcombe & McGrath's recent Form ADV filings?**
In the March 2026 filing data: Item 11 disclosure answers changed: 0 yes answers, previously 2 (now no: 11.D(2), 11.D(4)). Regulatory assets under management went from $121,069,669 to $155,898,135 (+29%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $155,898,135
- Discretionary: $155,898,135
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 225 | $67,511,795 |
| High net worth individuals | 43 | $88,386,340 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, NC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- holmcg.com
- wealthminder.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $116,533,595 | 3 | April 25, 2022 |
| October 2023 | $105,488,546 | 3 | August 15, 2023 |
| October 2024 | $115,984,784 | 3 | March 8, 2024 |
| October 2025 | $121,069,669 | 3 | February 20, 2025 |
| October 2026 | $155,898,135 | 3 | April 2, 2026 |

Regulatory assets under management: $116,533,595 in the October 2022 data and $155,898,135 in the October 2026 data, up 34%.
Total employees: 3 in October 2022 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Item 11 disclosure answers changed: 0 yes answers, previously 2 (now no: 11.D(2), 11.D(4)).
- Regulatory assets under management went from $121,069,669 to $155,898,135 (+29%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Holcombe & McGrath (CRD 121197): Form ADV filing data as of October 2026.