Mcdermott Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naples, FL. Its latest Form ADV filing, dated March 24, 2026, reports $203M in regulatory assets under management, 10 employees, 7 offices, and 619 accounts.
Assets Under Management
$203M
Employees
10
Offices
7 offices
Total Clients
618
Primary office
NAPLES, FL
780 FIFTH AVENUE SOUTH, SUITE 200, NAPLES, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
4 types reported
Asset based fees
Commissions
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.7% of total clients.
Top client categories% of clientsClients
1
HNWI
77.7%
480
2
Individuals
22.3%
138
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$203Mas of March 24, 2026
Discretionary83.4%
$170M
83% of total RAUM83.4%
Non-discretionary16.6%
$34M
17% of total RAUM16.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$203M
Total Accounts619
10Y AUM Change+$9M (+4.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee62:1
10Y Employee Change-3 (-23.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.