HOLCOMBE & MCGRATH

Overview

Holcombe & Mcgrath is an independent registered investment adviser organized as a corporation and SEC-registered in 2022. The firm serves individual and family clients (and small-business clients in its portfolio management work) and is owned by an individual. Core services are financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements combine a percentage-of-assets model with hourly billing for certain services. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and does not present itself as a multis tate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices