# McCann Investment Management LLC

> McCann Investment Management LLC is a state-registered investment advisory firm in Lodi, CA, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 315149
- Filed as: MCCANN INVESTMENT MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lodi, CA
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315149
- AdvisorCensus page: https://advisorcensus.com/firm/mccann-investment-management-llc-lodi-ca-315149

## Quick answers

**How is McCann Investment Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), McCann Investment Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is McCann Investment Management LLC located?**
McCann Investment Management LLC's principal office is in Lodi, CA, according to its Form ADV.

**Is McCann Investment Management LLC registered with the SEC or a state?**
McCann Investment Management LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 315149.

**How much does McCann Investment Management LLC manage?**
McCann Investment Management LLC reports $8,291,495 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does McCann Investment Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (109); high net worth individuals (4).

**Does McCann Investment Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/315149

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $8,291,495
- Discretionary: $8,291,495
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 109 | $5,396,221 |
| High net worth individuals | 4 | $2,895,274 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alignable.com/lodi-ca/mccann-investment-management-llc
- mccannim.com
- LinkedIn @john-g-mccann-28850227

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McCann Investment Management LLC (CRD 315149): Form ADV filing data as of October 2026.