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BERMAN MCALEER
Legal name: BERMAN MCALEER, LLC
CRD 332906File 801-131830
APPROVED
Retail clients
Custody
Filing as of Sep 28, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.82B
Top 25% of cohort (national)
Discretionary AUM
$1.82B
Clients
649
2,467 accounts
Employees
29
Top 25% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jan 30, 2025
- Principal office
- 9690 DEERECO ROAD, SUITE 800, TIMONIUM, MD, 21093
- Phone
- 410-560-9960
- Website
- http://bmcplanning.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.82B
- Discretionary AUM
- $1.82B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,467
- Non-discretionary accounts
- 0
- Total accounts
- 2,467
- AUM per client
- $2.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $83.6M |
| High net worth individuals | 382 | $1.63B |
| Individuals (other than high net worth individuals) | 264 | $106.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 647 | 649 | increased by2 |
| Mar 1, 2026 | AUM | $1,603,884,479 | $1,821,801,181 | increased by$217,916,702 |
| Mar 1, 2026 | Accounts | 2,334 | 2,467 | increased by133 |
| Dec 1, 2025 vs May 1, 2025 | Registration | APPROVED-120 | APPROVED | |
| Dec 1, 2025 vs May 1, 2025 | Employees | 11 | 29 | increased by18 |
| Dec 1, 2025 vs May 1, 2025 | Custody | No | Yes | |
| Dec 1, 2025 vs May 1, 2025 | AUM | $0 | $1,603,884,479 | increased by$1,603,884,479 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 0 | 2,334 | increased by2,334 |
| May 1, 2025 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BERMAN MCALEER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BERMAN MCALEER” 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.