Mcadam LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Radnor, PA. Its latest Form ADV filing, dated April 22, 2026, reports $2.7B in regulatory assets under management, 174 employees, 75 offices, and 10,513 accounts.
Assets Under Management
$2.7B
Employees
174
Offices
75 offices
Total Clients
5,551
Primary office
RADNOR, PA
150 N. RADNOR CHESTER ROAD, SUITE F-200, RADNOR, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 89.2% of total clients.
Top client categories% of clientsClients
1
Individuals
89.2%
4,954
2
HNWI
10.5%
584
3
Corporations
0.2%
13
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.7Bas of April 22, 2026
Discretionary99.5%
$2.7B
99% of total RAUM99.5%
Non-discretionary0.5%
$15M
1% of total RAUM0.5%
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.
Total AUM$2.7B
Total Accounts10,513
10Y AUM Change+$2.4B (+966.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees174
Clients per Employee32:1
10Y Employee Change+14 (+8.8%)
* 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.