|
⚲
|
| Keyboard |
| McGrath & Associates Inc
✚
|
|
|---|---|
| CRD # | 121197 |
| SEC # | 801-125021 |
| CIK # | 0002054701 |
| AUM | 155.9 M (2026-04-02) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 828-252-8228 |
| Address | 12A Bay Street Asheville, NC 28801 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 225 | 67.5 |
| (b) Individuals (high net worth individuals) | 43 | 88.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 701 | 155.9 |
| By Discretionary | ||
| Discretionary | 701 | 155.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 701 | 155.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 155.9 | |
| Total | 701 | 155.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002054701] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 18 |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Breakwater Capital LLC
✚
|
MI | 156.6 M |
|
Dale Q Rice Investment Management Ltd
✚
|
156.6 M | |
|
Profocus Incorporated
✚
|
AZ | 156.5 M |
|
Maimon Wealth Management Ltd
✚
|
156.5 M | |
|
Star Wealth Management Corporation
✚
|
MI | 156.5 M |
|
Game Plan Advisors Inc
✚
|
TX | 156.0 M |
|
Unify Financial LLC
✚
|
FL | 155.8 M |
|
Natural Bridges Financial Advisors LLC
✚
|
CA | 155.8 M |
|
Personal Financial Solutions LLC
✚
|
NJ | 155.6 M |
|
BRIA Capital Group LLC
✚
|
FL | 155.1 M |