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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 709 | 618 | decreased by91 |
| Apr 1, 2026 | AUM | $211,048,107 | $203,288,172 | decreased by$7,759,935 |
| Apr 1, 2026 | Accounts | 709 | 619 | decreased by90 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 10 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 405 | 709 | increased by304 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $230,188,020 | $211,048,107 | decreased by$19,139,913 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 645 | 709 | increased by64 |
| Mar 1, 2022 | Employees | 11 | 14 | increased by3 |
| Mar 1, 2022 | Clients | 369 | 405 | increased by36 |
| Mar 1, 2022 | AUM | $221,636,521 | $230,188,020 | increased by$8,551,499 |
| Mar 1, 2022 | Accounts | 689 | 645 | decreased by44 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MCDERMOTT INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MCDERMOTT INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.