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Mcgrath & Associates, Inc. (Asheville)


Mcgrath & Associates, Inc. is a mid-sized advisory firm based in Asheville. It manages $55 million of regulatory assets for 670 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of North Carolina.

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Mcgrath & Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcgrath & Associates: assets under management

The assets under management (AUM) of Mcgrath & Associates, Inc. is $55 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $55 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $82.09 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcgrath & Associates, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Asheville

The principal office where Mcgrath & Associates, Inc. performs its advisory services is located at 12 A Bay Street, Asheville, NC 28801 The mailing address of the firm is P.O Box 2058, Asheville, NC 28802. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 828-252-8228 or by fax 828-252-8225. The normal business hours are 9:00-4:30 on Monday - Friday. You can find more information about the New York firm at www.holcombeandmcgrath.com.


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