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, individual-owned RIA that positions itself as a capital allocator for both individuals/families and institutional clients. The firm is SEC-registered (registered in 2025) and provides a mix of advisory services including financial planning, portfolio management for individuals and small businesses, pension consulting, and manager selection. Its billing is flexible — percentage of AUM, hourly, and fixed-fee arrangements are used — and the firm also conducts insurance brokerage activities. The firm does not identify as an active ESG investor.
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
Adam Murray
Financial AdvisorCRD 6102077
Melanie Hagan
PartnerCRD 4832359
Andrew Cook
PartnerCRD 4838016
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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