Berman Mcaleer
Firm details
- Headquarters
- Timonium, Maryland
- CRD number
- 332906
- Registered since
- January 30, 2025
- Website
- bmcplanning.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.59%
- Individuals5.82%
- Corporations / Businesses4.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Berman Mcaleer is an independent registered investment adviser operating as an LLC and owned by an individual principal. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. It also functions as an insurance broker and bills clients via a mix of AUM-based fees, hourly charges, and fixed fees. The firm is a capital allocator that blends third-party manager selection with direct portfolio construction and is not focused on ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities6%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
2 of 2
David Berman
CEOCRD 1877857
William Bruns
Partner, CCO and CFOCRD 4358827
Contacts
3 of 12
Genevieve Crisera
Financial AdvisorCRD 5490738
Andrew Bruns
Financial PlanningCRD 7059602
Brian Carroll
Portfolio StrategistCRD 6996217
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$786M in ETFs
69%
$538M
31%
$248M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO RAFI US 1000 ETF (PRF) | Invesco | Passive | Large Value | $84.2M | 1,558,975 | 10.72% |
Location
Timonium, MD
Baltimore
Location
Timonium, MD
Headquartered in Timonium, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Baltimore
- Address
- 9690 Deereco Rd
- Time zone
- ET (UTC-5)
- Office locations
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