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MCADAM LLC
CRD 170914File 801-79583
APPROVED
Retail clients
Disclosure events
Filing as of Jul 24, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| 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.