$155.9M Total AUM
$155.9M Disc. AUM
-- 3Y CAGR
3 Employees
286 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-20-2013
- Office Locations
- 1
Office Locations
12A BAY Street Asheville NC
About Holcombe & Mcgrath
Holcombe & Mcgrath is a Asheville-based RIA. The firm has been operating for 12 years. Managing $155.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Financial Planning, Insurance, Portfolio Construction.
Team overview
55 AVG AGE
$77.9M AVG AUM / ADVISOR
$545.1K AVG AUM / CLIENT
12.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
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Asset Classes
Vital Prime optima Delta fusion
Client Personas
Alpha vital
CRM
Wave quantum
Investment Themes
Matrix eagle Focus glacier
Investment Vehicles
Wave
Services
Quantum optima Focus catalyst Element matrix Momentum
Owner & Executives
S
SUSAN LEE MCGRATH
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #4486875
- Ownership
- 75% or more
(570) 268-4896
matrix.legacy@harborcapital.com
in linkedin.com/in/signal-oak
ROBERT EDWARD BASCHNAGEL
Financial Advisor, General Partner, VICE PRESIDENT
- CRD
- #5431998
- Ownership
- 10% but less than 25%
(776) 935-1561
atlas.ember@elementcapital.com
in linkedin.com/in/alpha-prime
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $155,898,135 | $222,394 |
| Non-Discretionary | $0 | -- |
| Total | $155,898,135 | $222,394 |
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Separately Managed Accounts
Total SMA Asset: $155,898,135
Public Funds:
30.5% Equity - Exchange:
19.8% Cash:
49.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,443,763,374 | 30.5% |
| Equity - Exchange | $937,262,781 | 19.8% |
| Cash | $2,352,624,253 | 49.7% |
| Total | $4,733,650,408 | 100.0% |