Holcombe & Mcgrath

Overview

Holcombe & Mcgrath is an independent registered investment adviser serving individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm is SEC-registered (registration effective 2022) and is owned by an individual. Its advisory fees are charged as a percentage of assets under management and via hourly billing. The firm does not identify as an active ESG investor, is not organized as a multi-state adviser, and is not a capital allocator in the sense of directly operating pooled investment vehicles. Holcombe & Mcgrath’s business activities emphasize bespoke planning and discretionary portfolio management rather than institutional pension consulting or related-adviser services. Client relationships appear centered on typical wealth management work for households and small-business owners.

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Public Holdings

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Location & Offices