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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does McAdam offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does McAdam charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does McAdam use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does McAdam have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does McAdam invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns McAdam?","answer":"McAdam’s direct owner is Michael McAdam (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 24 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does McAdam get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is McAdam registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact McAdam?","answer":"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","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}