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MCDERMOTT INVESTMENT ADVISORS, LLC
CRD 132221File 801-79404
APPROVED
Retail clients
Disclosure events
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$203.3M
Below cohort median (national)
Discretionary AUM
$169.6M
Non-discretionary $33.7M
Clients
618
619 accounts
Employees
10
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 4, 2014
- Principal office
- 780 FIFTH AVENUE SOUTH, SUITE 200, NAPLES, FL, 34102
- Phone
- (610) 882-1460
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $203.3M
- Discretionary AUM
- $169.6M
- Non-discretionary AUM
- $33.7M
- Discretionary accounts
- 228
- Non-discretionary accounts
- 391
- Total accounts
- 619
- AUM per client
- $329K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 480 | $163.7M |
| Individuals (other than high net worth individuals) | 138 | $39.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Commissions
- Hourly charges
- Other (described) — SHARE IN A FEE CHARGED BY THIRD PARTY ADVISER.
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C1
- Q11C2
- Q11C4
- Q11C5
- Q11H1B
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.