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MCADAM LLC
CRD 170914File 801-79583
APPROVED
Retail clients
Disclosure events
Filing as of Jul 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.68B
Top 25% of cohort (national)
Discretionary AUM
$2.66B
Non-discretionary $14.6M
Clients
5,551
10,513 accounts
Employees
174
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 10, 2014
- Principal office
- 150 N. RADNOR CHESTER ROAD, SUITE F-200, RADNOR, PA, 19087
- Phone
- (888) 614-5323
- Website
- HTTPS://WWW.MCADAMFA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.68B
- Discretionary AUM
- $2.66B
- Non-discretionary AUM
- $14.6M
- Discretionary accounts
- 10,423
- Non-discretionary accounts
- 90
- Total accounts
- 10,513
- AUM per client
- $482K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $12.6M |
| High net worth individuals | 584 | $1.34B |
| Pension and profit sharing plans | Fewer than 5 | $1.2M |
| Individuals (other than high net worth individuals) | 4,954 | $1.33B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- 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- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 152 | 174 | increased by22 |
| Apr 1, 2026 | Clients | 5,608 | 5,551 | decreased by57 |
| Apr 1, 2026 | AUM | $2,294,363,822 | $2,678,322,349 | increased by$383,958,527 |
| Apr 1, 2026 | Accounts | 10,346 | 10,513 | increased by167 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 268 | 152 | decreased by116 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 3,837 | 5,608 | increased by1,771 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,236,481,240 | $2,294,363,822 | increased by$1,057,882,582 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 6,645 | 10,346 | increased by3,701 |
| Mar 1, 2022 | Employees | 260 | 268 | increased by8 |
| Mar 1, 2022 | Clients | 3,249 | 3,837 | increased by588 |
| Mar 1, 2022 | AUM | $829,743,892 | $1,236,481,240 | increased by$406,737,348 |
| Mar 1, 2022 | Accounts | 5,494 | 6,645 | increased by1,151 |
| 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 “MCADAM” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MCADAM” 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.