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, SEC-registered registered investment advisor organized as a limited liability company and operating since 2014. Owned by an individual, the firm serves high-net-worth individuals and families as well as institutional clients and acts as a capital allocator that both manages portfolios and hires third-party managers. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, and selection of outside advisers. Mcadam charges both percentage-of-AUM and fixed-fee arrangements and identifies as an active ESG investor. The firm has an industry affiliation with an insurance company and was listed in Citywire’s "50 Growers Across America" in 2021.
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 5
Edward O'brien
Chief Compliance OfficerCRD 5613088
Emma Tranfalia
Program CoordinatorCRD 7301491
Michael Mcadam
President, CEOCRD 3247724
Contacts
3 of 129
Austin 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 316Active vs passive
$2.5B in ETFs
89%
$2.2B
8%
$269M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL US LARGE COMPANY ETF (FNDX) | Schwab | Passive | Large Value | $340M | 10,931,518 | 13.64% |
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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