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 that began SEC registration in 2025. The firm operates as a limited liability company with an individual ownership structure and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers. The firm also operates as an insurance broker and describes itself as a capital allocator. Fee arrangements are flexible and include percentage-of-AUM, hourly charges, and fixed fees. Berman Mcaleer does not present itself as an active ESG investor.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$776M in ETFs
68%
$526M
32%
$250M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO RAFI US 1000 ETF (PRF) | Invesco | Passive | Large Value | $84.1M | 1,544,416 | 10.83% |
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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