# Michael J.D. McCall, LLC

> Michael J.D. McCall, LLC is a state-registered investment advisory firm, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 126981
- Filed as: MICHAEL J.D. MCCALL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126981
- AdvisorCensus page: https://advisorcensus.com/firm/michael-j-d-mccall-llc-126981

## Quick answers

**How is Michael J.D. McCall, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Michael J.D. McCall, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Michael J.D. McCall, LLC registered with the SEC or a state?**
Michael J.D. McCall, LLC is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 126981.

**How much does Michael J.D. McCall, LLC manage?**
Michael J.D. McCall, LLC reports $65,917,980 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Michael J.D. McCall, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (30); high net worth individuals (19); charitable organizations (2).

**Does Michael J.D. McCall, 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/126981

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $65,917,980
- Discretionary: $65,917,980
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $6,428,427 |
| High net worth individuals | 19 | $52,861,616 |
| Charitable organizations | 2 | $5,086,175 |
| Corporations or other businesses not listed above | 1 | $1,541,762 |

### Advisory services (Item 5.G)
- 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)
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2009 (17 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)
- farfromwallstreet.com
- Facebook @MICHAEL-JD-MCCALL-INC-255362551338658
- LinkedIn @MICHAEL-MCCALL-CIMA-2281345
- X @MCCALLMAIL
- YouTube @UCTIl95KI0xVUeGQe7RNhC8g

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Michael J.D. McCall, LLC (CRD 126981): Form ADV filing data as of October 2026.