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| McAdam LLC
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| CRD # | 170914 |
| SEC # | 801-79583 |
| CIK # | 0001695490 |
| AUM | 2.7 B (2026-04-22) |
| Employees | 174 (79% Investors, 21% Brokers) |
| Phone | 888-614-5323 |
| Address | 150 N Radnor Chester Road Radnor, PA 19087 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001695490 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4,954 | 1.3 |
| (b) Individuals (high net worth individuals) | 584 | 1.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 10,513 | 2.7 |
| By Discretionary | ||
| Discretionary | 10,423 | 2.7 |
| Non-Discretionary | 90 | 0.0 |
| Total | 10,513 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.7 | |
| Total | 10,513 | 2.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001695490] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 271 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
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