Robert Baschnagel has been Financial Advisor and Vice President of McGrath & Associates since August 2023, is a control person of the firm and directly owns between 10% and 25% of it.
McGrath & Associates, Inc. is an Asheville, NC firm with $156M under management, 268 clients and 2 advisers in one office, as of its April 2026 filing.
Bob Baschnagel is Financial Advisor of Holcombe & McGrath, based in Asheville, NC. His formal career as a financial advisor began in 2007 at a large national firm, and he was asked to join Holcombe & McGrath later that year. He became a partner in 2023.
- Holcombe & McGrathCurrent– present · 12 yearsAsheville, NC · Adviser representative · Firm CRD 121197
Professional designations
Listed by McGrath & Associates
- CFP®
Investment adviser representative registrations
Robert Baschnagel is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from May 2014; the most recent is Louisiana, in December 2016.
- LouisianaSince 9 December 2016
- North CarolinaSince 13 May 2014
- TexasResidentSince 14 November 2016
Examinations
No examinations are on Robert Baschnagel’s record.
- Full name
- Robert Edward Baschnagel
- CRD
- 5431998
- Firm
- McGrath & Associates · CRD 121197
- Role
- Financial Advisor and Vice President
- Office
- 12A BAY STREET, Asheville, NC 28801
- Registration
- Investment adviser registration
- In the industry since
- May 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- holmcg.com
Where does Robert Baschnagel work?
Robert Baschnagel has been Financial Advisor and Vice President of McGrath & Associates, Inc. since August 2023, and is a control person of the firm.
Is Robert Baschnagel a financial advisor?
Yes. Robert Baschnagel has a current investment-adviser registration in Louisiana, North Carolina and Texas, through McGrath & Associates since May 2014.
How many years of experience does Robert Baschnagel have?
Robert Baschnagel has 12 years in the financial industry, since May 2014, across 1 adviser firm.
Where is Robert Baschnagel based?
Robert Baschnagel’s registered office is in Asheville, NC.
Is Robert Baschnagel registered with FINRA?
No. Robert Baschnagel has no current broker registration.
Is Robert Baschnagel a CFP?
McGrath & Associates lists Robert Baschnagel with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Robert Baschnagel’s record?
Search CRD 5431998 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Baschnagel’s full registration record.