Mcadam LLC

Overview

Mcadam LLC is an SEC registered investment adviser based in Radnor, PA, registered since 2014. It reports $2.7B in assets under management across 10,513 accounts, with 174 employees. It has 135 investment adviser representatives.

Reported AUM

$2.7B

Discretionary

99%

Accounts

10,513

Average account

$255K

Employees

174

Advisory reps

135

Registered since

2014

Jurisdictions

46

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Michael Joseph McAdam Managing Member CRD 3247724
• Edward Thomas O'Brien Chief Compliance Officer CRD 5613088

Advisory reps 3 of 135

• Owen Scott Allen Insurance Agent · Investment Adviser Rep CRD 7128746
• Rand Issam Andoni Insurance Agent · Investment Adviser Rep CRD 6376581
• Illya M Bermant Insurance Agent · Investment Adviser Rep CRD 4446464

132 more advisory reps, with emails, phones and branch locations

Location

Headquarters

150 N Radnor Chester Rd Ste F200
Radnor, PA 19087

County

Delaware

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 46 jurisdictions
• Website: retire.us

Every state, with registration dates

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