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
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| JOHNSON, NICOLE, A. | I | SECRETARY | NA | |
| JOHNSON, NICOLE, A. | I | SECRETARY | NA | |
| JOHNSON, NICOLE, A. | I | SECRETARY | NA | |
| JOHNSON, NICOLE, A. | I | SECRETARY | NA | |
| JOHNSON, NICOLE, A. | I | SECRETARY | NA | |
| JOHNSON, NICOLE, A. | I | SECRETARY | NA | |
| JOHNSON, NICOLE, A. | I | SECRETARY | NA | |
| JOHNSON, NICOLE, A. | I | SECRETARY | NA | |
| JOHNSON, NICOLE, A. | I | SECRETARY | NA | |
| JOHNSON, NICOLE, A. | I | SECRETARY | NA | |
| HOLCOMBE, HAROLD, EUGENE | I | PRESIDENT | E | Control |
| HOLCOMBE, HAROLD, EUGENE | I | PRESIDENT | E | Control |
| HOLCOMBE, HAROLD, EUGENE | I | PRESIDENT | E | Control |
| HOLCOMBE, HAROLD, EUGENE | I | PRESIDENT | E | Control |
| HOLCOMBE, HAROLD, EUGENE | I | PRESIDENT | E | Control |
| MCGRATH, SUSAN, LEE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCGRATH, SUSAN, LEE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCGRATH, SUSAN, LEE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCGRATH, SUSAN, LEE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCGRATH, SUSAN, LEE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCGRATH, SUSAN, LEE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCGRATH, SUSAN, LEE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCGRATH, SUSAN, LEE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCGRATH, SUSAN, LEE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCGRATH, SUSAN, LEE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCGRATH, SUSAN, LEE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCGRATH, SUSAN, LEE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| MCGRATH, SUSAN, LEE | I | PRESIDENT/ CHIEF COMPLIANCE OFFICER | E | Control |
| BASCHNAGEL, ROBERT, EDWARD | I | FINANCIAL ADVISOR | B | Control |
| BASCHNAGEL, ROBERT, EDWARD | I | FINANCIAL ADVISOR | B | Control |
| BASCHNAGEL, ROBERT, EDWARD | I | FINANCIAL ADVISOR | B | Control |
| BASCHNAGEL, ROBERT, EDWARD | I | FINANCIAL ADVISOR | B | Control |
| BASCHNAGEL, ROBERT, EDWARD | I | FINANCIAL ADVISOR | B | Control |
| BASCHNAGEL, ROBERT, EDWARD | I | FINANCIAL ADVISOR AND VICE PRESIDENT | B | Control |
| BASCHNAGEL, ROBERT, EDWARD | I | FINANCIAL ADVISOR AND VICE PRESIDENT | B | Control |
| MCGRATH, SUSAN, LEE | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| MCGRATH, SUSAN, LEE | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| MCGRATH, SUSAN, LEE | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| MCGRATH, SUSAN, LEE | I | VICE-PRESIDENT | B | Control |
| MCGRATH, SUSAN, LEE | I | VICE-PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
Sep 30, 2025 REGISTERED
Notice Filings (4)
LA NC TX VA
Address
12A BAY STREETASHEVILLE, NC 28801
United States
Phone: 828-252-8228