BERMAN MCALEER
Firm details
- Headquarters
- TIMONIUM, Maryland
- CRD number
- 332906
- Registered since
- January 30, 2025
- Website
- bmcplanning.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.59%
- Individuals5.82%
- Corporations / Businesses4.59%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Berman Mcaleer is an independent registered investment adviser operating as an LLC and owned by an individual. It serves both high-net-worth individuals and institutional clients and acts as a capital allocator, placing client assets with third‑party managers where appropriate. The firm offers fee models that include a percentage of assets under management as well as hourly and fixed-fee engagements. Advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. It also conducts insurance brokerage activities. The firm does not identify as an active ESG investor and is not a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds91%
- Exchange Traded Equities6%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
2 of 2DAVID BERMAN
CEOCRD 1877857
William Bruns
Partner, CCO and CFOCRD 4358827
Contacts
3 of 12GENEVIEVE CRISERA
Financial AdvisorCRD 5490738
Andrew Bruns
Financial PlanningCRD 7059602
Brian Carroll
Portfolio StrategistCRD 6996217
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 76Active vs passive
$661M in ETFs
73%
$480M
27%
$180M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO RAFI US 1000 ETF (PRF) | Invesco | Passive | Large Value | $74.7M | 1,571,539 | 11.31% |
Location
TIMONIUM, MD
BALTIMORE
Location
TIMONIUM, MD
Headquartered in TIMONIUM, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- BALTIMORE
- Address
- 9690 Deereco Rd
- Time zone
- ET (UTC-5)
- Office locations
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