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McAdam

Wealth managementRIA

Radnor, PACRD 170914Updated

McAdam is an investment adviser based in Radnor, PA, registered with the SEC since 2014. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $2.68 billion, as filed on 24 July 2026.

$2.68B
AUM
5,551
Clients
$481K
AUM per individual client
138
Advisory staff
76
Offices
1.75%
Annual fee
Up to

From Form ADV filed 24 July 2026SEC record

Services and clients

McAdam provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 1,000 clients last fiscal year.

McAdam reports 5,551 clients. They include 4,954 individual clients, 584 high-net-worth individuals, and 13 corporations and other businesses. Of its assets, 99.5% ($2.66B across 10,423 accounts) are managed with discretion; $14.6M across 90 accounts are not. Of its clients, 1% are outside the U.S. It advised 271 clients without assets under management last fiscal year.

Clients and assets by client type
Clients5,551 clients reported
Assets$2.68B
Share of clients and assets by client type
Client typeClientsAssets
Individuals (other than HNW)89%50%
High-net-worth individuals11%50%
Pension and profit-sharing plansFewer than 5<1%
Corporations and other businesses<1%<1%

Client shares use reported counts. Client types without a reported count are excluded from that total.

Client breakdown and activity details
Individuals (other than HNW)
Clients
4,954
Regulatory AUM
$1.33B
AUM share
49.5%
Avg. per client
$268K
High-net-worth individuals
Clients
584
Regulatory AUM
$1.34B
AUM share
49.9%
Avg. per client
$2.29M
Pension and profit-sharing plans
Clients
Fewer than 5
Regulatory AUM
$1.23M
AUM share
0.0%
Avg. per client
—
Corporations and other businesses
Clients
13
Regulatory AUM
$12.6M
AUM share
0.5%
Avg. per client
$971K

Total

Clients
5,551
Regulatory AUM
$2.68B
AUM share
100%
Avg. per client
—
Clients outside the U.S.
1%
Clients advised without assets under management last fiscal year
271
Private funds advised
0
Financial planning clients last fiscal year
1000

McAdam fees and minimums

McAdam charges up to 1.75% a year for its Investment Management Fees. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.

Fee details and sources

Other fees

Financial Planning and Consulting
Financial planning and consulting is a negotiable fixed fee, generally $500 to $5,000, or a fee of up to 1.75% of net worth or assets.
RetireUS Subscription Service
Tiered financial planning (Basic Planning, Tax Mastery, Wealth Mastery) is billed on a weekly subscription fee, as set in each service agreement.

Who owns McAdam

Michael McAdam owns 75% or more of McAdam. The leadership team of McAdam includes Chief Compliance Officer Edward O'Brien. It has 174 employees, 138 of them in advisory roles.

Leadership

  • Edward O'Brien
    Chief Compliance Officer
  • Michael McAdam
    Managing

Investment adviser representatives

135 representatives listed in the SEC register as of 9 October 2026.

  • Owen Allen
  • Rand Issam Andoni
  • Illya Manuel Bermant
  • Robert Francis Bildner
  • Eli Marshall Bishop
  • Tanner Cole Bivens
  • Michael Ryan Blahusch
  • Melanie Bianca Blakney
  • Michael Bond
  • Kirsten Allison Buddington Davis
  • William James Burrough
  • Daniel John Cacciola

Staff

  • 174 employees
  • 138 in advisory functions
  • 139 state-registered reps
  • 36 broker-dealer reps
  • 146 insurance agents
  • 5 soliciting firms
Ownership chain
McAdam LLC· the adviser

  • Michael McAdam

    Control person · since October 2014

    Owns 75% or more of McAdam LLC

Growth and acquisitions

McAdam’s regulatory assets grew 3.2× from $830M (June 2021) to $2.68B (July 2026); clients rose from 3,249 to 5,551 and employees fell from 260 to 174.

By annual filing
Measure
Figures from each annual filing
McAdam figures from each annual Form ADV filing
FiledRegulatory AUMClientsEmployeesOffices
July 2026$2.68B5,55117476
July 2025$2.29B5,60815272
July 2024$1.74B5,01918070
May 2023$1.26B4,43624061
July 2022$1.24B3,83726847
June 2021$830M3,24926025

Offices and registration details

Besides its headquarters, McAdam has 75 offices (76 private residences, listed without an address), with 12 listed addresses across 7 states.

Listed office addresses by state

Pennsylvania · 3 listed addresses

  • 150 N. Radnor Chester Road, Suite F-200, RadnorHQ
  • 1430 Walnut Street, Philadelphia
  • 2301 Cherry Street C1, Philadelphia

Other business names

McAdam has reported 11 other business names to the SEC.

  • Alexander Financial Planning
  • Birch Financial Partners
  • Caudle Meares Wealth Management
  • Cornerstone Capital Planning Group
  • Donohue Wealth Management
  • Financial Planners Group
  • Hartman Private Wealth
  • MBVM Philadelphia
  • McAdam Fa LLC
  • Oakline Private Wealth
  • Retireus

Contact and registration details

Legal name
McAdam LLC
Headquarters
150 N. Radnor Chester Road, Suite F-200, Radnor, PA 19087
Website
mcadamfa.com
Phone
888-614-5323
LinkedIn
@mcadam-financial-group
SEC file
801-79583
Structure
Delaware LLC
Fiscal year end
December

Custodians

McAdam uses Charles Schwab ($2.67B) as custodian for its separately managed accounts. McAdam does not have custody of client assets.

Reported separately managed account assets by custodian
$2.67B
named custodians
  • Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $2.67B100%

Investments and reported holdings

At year end, McAdam’s separately managed accounts were mostly in funds (83%) and stocks (10%).

What the accounts hold

Separately managed account assets by class, year end
  • Stocks10%
  • Funds83%
  • Bonds2%
    • State and local bonds1%
    • Investment grade corporate bonds1%
  • Cash5%

Common questions

How many clients does McAdam have?

McAdam has 5,551 clients and manages $2.68 billion for them, as of July 2026. They include 4,954 individual clients, 584 high-net-worth individuals, and 13 corporations and other businesses.

Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 July 2026

What services does McAdam offer?

McAdam provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.

Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file

How much does McAdam charge?

McAdam charges up to 1.75% a year for its Investment Management Fees. The fee is billed in advance and is negotiable.

Source: DISCLOSURE BROCHURE, filed 21 April 2026

Which custodians does McAdam use?

McAdam’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $2.67B. Only custodians holding at least a tenth of those assets are named.

Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 July 2026

How many financial advisors does McAdam have?

McAdam has 139 investment adviser representatives registered with state securities authorities, out of 174 employees, and 138 perform investment advisory functions. 36 employees are registered representatives of a broker-dealer and 146 employees are licensed insurance agents.

Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file

What does McAdam invest in?

At the end of its last fiscal year, McAdam’s separately managed accounts held 83% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 5% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds.

Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file

Who owns McAdam?

McAdam’s direct owner is Michael McAdam (75% or more).

Source: Form ADV Part 1A, Schedules A and B, filed 24 July 2026

How does McAdam get paid?

McAdam is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.

Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file

Is McAdam registered with the SEC?

Yes, McAdam has been registered with the SEC as an investment adviser since 10 April 2014. Its CRD number is 170914 and its SEC file number is 801-79583.

Source: Form ADV Part 1A, Item 1, filed 24 July 2026; IAPD firm record

How do I contact McAdam?

McAdam’s main office is at 150 N. Radnor Chester Road, Suite F-200, Radnor, PA 19087. Its phone number is 888-614-5323. Its website is mcadamfa.com.

Source: Form ADV Part 1A, Item 1.F, filed 24 July 2026

Sources and methodology

  1. Form ADV Part 1A, amendment filed 24 July 2026. Items 1, 5, 9, 11 and Schedules A, B and D.
  2. DISCLOSURE BROCHURE, submitted 21 April 2026.
  3. IAPD firm record, CRD 170914.
  4. SEC registered adviser data, annual Form ADV amendments filed 4 June 2021 to 24 July 2026. Items 1.F and 5.
  5. SEC investment adviser representative register, as of 9 October 2026; loaded 10 October 2026.

Retrieved 15 October 2026. All are published by the SEC and may have been amended since. Disciplinary history is not yet shown here. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one.

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