Mcadam LLC

McAdam LLC is a registered investment adviser based in Radnor, PA, offering financial planning, consulting, and investment management services. The firm was established in 2014 and is wholly owned by Michael McAdam. As of December 31, 2024, McAdam managed $2,291,462,759 of assets on a discretionary basis and $2,901,063 on a non-discretionary basis. The firm tailors its services to meet individual client needs, primarily allocating assets among mutual funds, ETFs, individual securities, and independent managers. McAdam may recommend private investment funds and structured notes, but does not recommend direct investments in Bitcoin or cryptocurrencies. Clients have the option to engage in tiered financial planning services through the RetireUS Subscription service. McAdam charges fees based on assets under management, with rates negotiable up to 2.50%. The firm does not impose a minimum account size but may recommend specific broker-dealers for client transactions. McAdam does not accept directed brokerage arrangements and generally does not vote client securities. The firm does not disclose financial information as it does not require prepayment exceeding $1,200 or have financial conditions that may impair client commitments. Clients are encouraged to review account statements and reports provided by both McAdam and the custodian.