McGrath & Associates, Inc.
● SEC registered since 2022CRD 121197SEC# 801-125021Asheville, NC
Reg. AUM
$155.9M
Employees
3
Accounts
701
Location
Asheville, NC
McGrath & Associates, Inc. assets under management
McGrath & Associates, Inc. is an investment advisory firm registered with the SEC based in Asheville, NC. The firm has been registered since 2022. It reports $155.9 million in regulatory assets under management and employs 3 people.
McGrath & Associates, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Edward Baschnagel Control | Financial Advisor And Vice President | 10-25% | 2023 |
| Susan Lee McGrath Control | President/ Chief Compliance Officer | Over 75% | 2002 |
Frequently asked questions
How much does McGrath & Associates, Inc. manage?
McGrath & Associates, Inc. reports $155.9 million in regulatory assets under management on its Form ADV.
How many employees does McGrath & Associates, Inc. have?
McGrath & Associates, Inc. reports 3 employees.
Where is McGrath & Associates, Inc. located?
McGrath & Associates, Inc. is based in Asheville, NC and has been SEC-registered since 2022.
Does McGrath & Associates, Inc. disclose fund performance?
McGrath & Associates, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 12a Bay Street, Asheville, NC 28801 |
| Phone | 828-252-8228 |
| Fax | 828-252-8225 |
| Office hours | 9:00-4:30 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$155.9M▲ 29%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$155.9Mregulatory AUM
Discretionary $155.9M