MCGRATH & ASSOCIATES, INC.
Legal name: HOLCOMBE & MCGRATH
CRD #121197 SEC #801-125021 ASHEVILLE, NC 828-252-8228
SEC Registered
Total AUM
$121.1M
Discretionary
$121.1M
Employees
3
Clients
251
Accounts
667
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $121.1M | $121.1M | $0 | 3 | 10 |
| Aug 2025 | $121.1M | $121.1M | $0 | 3 | 10 |
| Feb 2025 | $121.1M | $121.1M | $0 | 3 | 10 |
| Mar 2024 | $116M | $116M | $0 | 3 | 1 |
| Oct 2023 | $105.5M | $105.5M | $0 | 3 | 6 |
| Aug 2023 | $105.5M | $105.5M | $0 | 3 | 6 |
| Aug 2023 | $105.5M | $105.5M | $0 | 3 | 6 |
| Mar 2023 | $105.5M | $105.5M | $0 | 3 | 6 |
| Apr 2022 | $116.5M | $116.5M | $0 | 3 | 8 |
| Apr 2022 | $116.5M | $116.5M | $0 | 3 | 8 |
| Feb 2012 | $55M | $55M | $0 | 1 | 200 |
| Mar 2011 | $55M | $55M | $0 | 5 | -- |
| Feb 2011 | $55M | $55M | $0 | 5 | -- |
| Jan 2008 | $70M | $70M | $0 | 5 | -- |
| Jan 2006 | $40M | $40M | $0 | 5 | -- |
| Oct 2005 | $26M | $26M | $0 | 5 | -- |
| Jan 2005 | $26M | $26M | $0 | 5 | -- |
| Jan 2005 | $26M | $26M | $0 | 5 | -- |
DateSep 2025
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees3
Clients10
DateAug 2025
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees3
Clients10
DateFeb 2025
Total AUM$121.1M
Discretionary$121.1M
Non-Disc.$0
Employees3
Clients10
DateMar 2024
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees3
Clients1
DateOct 2023
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees3
Clients6
DateAug 2023
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees3
Clients6
DateAug 2023
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees3
Clients6
DateMar 2023
Total AUM$105.5M
Discretionary$105.5M
Non-Disc.$0
Employees3
Clients6
DateApr 2022
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees3
Clients8
DateApr 2022
Total AUM$116.5M
Discretionary$116.5M
Non-Disc.$0
Employees3
Clients8
DateFeb 2012
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$55M
Discretionary$55M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateOct 2005
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--