Mcadam LLC

Registered investment adviser · Radnor, PA · CRD #170914

Form ADV data as of 2026-09-01

Regulatory assets

$2.68 billion

Total accounts

10,513

Employees

174

Disclosure events

Firm details

Website: https://www.mcadamfa.com
Telephone: (888) 614-5323
SEC file number: 801-79583
Most recent Form ADV filing: 2026-07-24
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 2 disclosure questions answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

Another regulator found a violation of investment-related regulations or statutes
Another regulator entered an order in connection with investment-related activity (past 10 years)

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$2.66 billion
Non-discretionary regulatory assets under management	$14.6 million
Total regulatory assets under management	$2.68 billion
Discretionary accounts	10,423
Non-discretionary accounts	90
Total accounts	10,513
Regulatory assets under management attributable to non-U.S. persons	$196,589

People

Total employees (excluding clerical)	174
Employees performing investment advisory functions (including research)	138
Employees who are registered representatives of a broker-dealer	36
Employees registered as investment adviser representatives with a state	139
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	146
Firms or persons who solicit advisory clients on the firm's behalf	5

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under managementFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)

Affiliated related persons

Insurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	4,954	$1.33 billion
High net worth individuals	584	$1.34 billion
Pension and profit sharing plans (not the participants or government plans)	Not reported	$1.2 million
Corporations or other businesses not listed above	13	$12.6 million