MCADAM LLC
Firm details
- Headquarters
- RADNOR, Pennsylvania
- CRD number
- 170914
- Registered since
- April 10, 2014
- Website
- mcadamfa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI49.94%
- Individuals49.54%
- Corporations / Businesses0.47%
- Pension & Profit Sharing Plans0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Mcadam LLC is an independent registered investment adviser that acts both as a portfolio manager for individuals, small businesses and institutions and as a capital allocator to third‑party managers. The firm, organized as an LLC and registered with the SEC in 2014, serves individual and family clients alongside institutional relationships. Its advisory work includes financial planning, discretionary portfolio management and selection of outside advisers. Fee schedules mix AUM‑based charges with fixed fees. Mcadam identifies as an ESG investor and maintains an affiliation with an insurance company. The firm received recognition from Citywire in 2021 as part of its "50 Growers Across America" coverage.
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 Funds83%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
Owners & executives
3 of 5EDWARD O'BRIEN
Chief Compliance OfficerCRD 5613088
Emma Tranfalia
Program CoordinatorCRD 7301491
MICHAEL MCADAM
President, CEOCRD 3247724
Contacts
3 of 130AUSTIN SHAUGHNESSY
Senior ManagerCRD 6844448
BRYAN COONEY
Financial AdvisorCRD 6257484
MARKUS MALMGREN
Financial AdvisorCRD 6752850
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 301Active vs passive
$2.3B in ETFs
92%
$2.1B
5%
$184M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF (FNDX) | Schwab | Passive | Large Value | $261M | 9,370,273 | 11.51% |
Location
RADNOR, PA
DELAWARE
Location
RADNOR, PA
Headquartered in RADNOR, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- DELAWARE
- Address
- 150 N Radnor Chester Rd
- Time zone
- ET (UTC-5)
- Office locations
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