{
  "crd_number": 170914,
  "slug": "mcadam-llc-radnor-pa-170914",
  "primary_business_name": "MCADAM LLC",
  "legal_name": "MCADAM LLC",
  "dbas": [
    "ALEXANDER FINANCIAL PLANNING",
    "BIRCH FINANCIAL PARTNERS",
    "CAUDLE MEARES WEALTH MANAGEMENT",
    "CORNERSTONE CAPITAL PLANNING GROUP",
    "DONOHUE WEALTH MANAGEMENT",
    "FINANCIAL PLANNERS GROUP",
    "HARTMAN PRIVATE WEALTH",
    "MBVM PHILADELPHIA",
    "MCADAM FA LLC",
    "OAKLINE PRIVATE WEALTH",
    "RETIREUS"
  ],
  "city": "Radnor",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-04-10",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-07-24",
  "carried_forward": false,
  "raum_total": 2678322349.0,
  "raum_discretionary": 2663735149.0,
  "raum_non_discretionary": 14587200.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 174,
  "advisory_employees": 138,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 1326830078.0,
      "count": 4954
    },
    "pension_profit_sharing": {
      "raum": 1229937.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 1337636274.0,
      "count": 584
    },
    "corporations_other_businesses": {
      "raum": 12626060.0,
      "count": 13
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV"
  ],
  "websites": [
    "https://alexanderfp.com",
    "https://birchfp.com",
    "https://ccp.group",
    "https://chuckrushfa.com",
    "https://cmwealth.com",
    "https://cooneymcadamfa.com",
    "https://facebook.com/MCADAMFINANCIALGROUP",
    "https://facebook.com/PATCHIRCHIRILLOFA",
    "https://fpgwealth.net",
    "https://linkedin.com/COMPANY/CORNERSTONE-CAPITAL-PLANNING-GROUP",
    "https://linkedin.com/COMPANY/MCADAM-FINANCIAL-GROUP",
    "https://mcadamfa.com",
    "https://myadvisorteam.com",
    "https://retire.us",
    "https://shanesweigart.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170914",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "RADNOR",
  "url": "https://advisorcensus.com/firm/mcadam-llc-radnor-pa-170914",
  "display_name": "McAdam LLC",
  "summary": "McAdam LLC is an SEC-registered investment advisory firm in Radnor, PA, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 24, 2026.",
  "citation": "AdvisorCensus. McAdam LLC (CRD 170914): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is McAdam LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), McAdam LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does McAdam LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated April 21, 2026 states: Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is McAdam LLC located?",
      "a": "McAdam LLC's principal office is in Radnor, PA, according to its Form ADV; the August 2026 filing also lists 10 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is McAdam LLC registered with the SEC or a state?",
      "a": "McAdam LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170914."
    },
    {
      "q": "How much does McAdam LLC manage?",
      "a": "McAdam LLC reports $2,678,322,349 in regulatory assets under management in its Form ADV filing dated July 24, 2026 (99% discretionary)."
    },
    {
      "q": "How have McAdam LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for McAdam LLC: Regulatory assets under management: $829,743,892 in the October 2021 data and $2,678,322,349 in the October 2026 data, up 223%. Total employees: 260 in October 2021 and 174 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does McAdam LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,954); high net worth individuals (584); corporations or other businesses not listed above (13)."
    },
    {
      "q": "Which custodians does McAdam LLC use?",
      "a": "McAdam LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does McAdam LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170914"
    },
    {
      "q": "Does McAdam LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 21, 2026 says: \"McAdam does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.\""
    },
    {
      "q": "What changed in McAdam LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Added the business name Oakline Private Wealth. Added the business name Hartman Private Wealth. Added the business name Donohue Wealth Management."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 829743892.0,
      "total_employees": 260,
      "filing_date": "2021-09-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1236481240.0,
      "total_employees": 268,
      "filing_date": "2022-08-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1255471408.0,
      "total_employees": 240,
      "filing_date": "2023-08-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1739052473.0,
      "total_employees": 180,
      "filing_date": "2024-09-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2294363822.0,
      "total_employees": 152,
      "filing_date": "2025-07-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2678322349.0,
      "total_employees": 174,
      "filing_date": "2026-07-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Added the business name Oakline Private Wealth.",
        "Added the business name Hartman Private Wealth.",
        "Added the business name Donohue Wealth Management."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $2,294,363,822 to $2,678,322,349 (+17%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Item 11 disclosure answers changed: 2 yes answers, previously 0 (now yes: 11.D(2), 11.D(4)).",
        "Registered or notice-filed in ID, MT, ND."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 21, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.75% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.75% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "McAdam’s investment advisory fee ranges from negotiable up to 1.75% and is determined based upon various objective and subjective factors including but not limited to: the amount of assets to be managed; portfolio composition; the scope and complexity of the engagement;"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "McAdam does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."
        ]
      }
    ],
    "quotes": [
      "McAdam’s investment advisory fee ranges from negotiable up to 1.75% and is determined based upon various objective and subjective factors including but not limited to: the amount of assets to be managed; portfolio composition; the scope and complexity of the engagement;",
      "McAdam does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/mcadam-llc-radnor-pa-170914.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 4954,
      "fewer_than_5": false,
      "raum": 1326830078.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 584,
      "fewer_than_5": false,
      "raum": 1337636274.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1229937.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 13,
      "fewer_than_5": false,
      "raum": 12626060.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170914",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}