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HOLCOMBE & MCGRATH

ASHEVILLE, NC · CRD 121197 · IAPD ↗ · wealthminder.com · 828-252-8228

$155.9MRegulatory AUM
2Advisory reps
3Employees
18Clients
251-500Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — HOLCOMBE & MCGRATH reported RAUM up 29% ($121.1M -> $155.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
25
December 2025 — HOLCOMBE & MCGRATH changed its website from holmcg.com to wealthminder.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.