Mcadam LLC
Firm details
- Headquarters
- Radnor, Pennsylvania
- CRD number
- 170914
- Registered since
- April 10, 2014
- Website
- mcadamfa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI49.94%
- Individuals49.54%
- Corporations / Businesses0.47%
- Pension & Profit Sharing Plans0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Mcadam LLC is an independent, individual-owned registered investment adviser that markets itself as a capital allocator to both individual/family and institutional clients. The firm has been SEC-registered since 2014 and charges both percentage-of-AUM and fixed fees. Core advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and selection of other advisers. Mcadam also identifies as an active ESG investor and lists an industry affiliation with an insurance company. The firm received a Citywire mention in 2021 for "50 Growers Across America."
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 Funds83%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 320Active vs passive
$2.5B in ETFs
90%
$2.3B
7%
$256M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF (FNDX) | Schwab | Passive | Large Value | $350M | 11,114,635 | 13.95% |
Location
Radnor, PA
Delaware
Location
Radnor, PA
Headquartered in Radnor, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 150 N Radnor Chester Rd
- Time zone
- ET (UTC-5)
- Office locations
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