RIA Intel›Advisers›Pennsylvania›MCADAM LLC

MCADAM LLC

Advisory

N·RADNOR, PA

Data as of Jul 24, 2026 · Source: SEC Form ADV

Total AUM

$2.7B

1-Year AUM Growth

+31.9%

3-Year CAGR

+22.5%

Employees

138

Assets Under Management

Total AUM$2.7B

Discretionary AUM$2.7B

Non-Discretionary AUM$15M

Discretionary %99.5%

Total Clients5,608

Team

Total Employees138

Investment Advisers174

Employee Growth (1Y)-11.5%

Filing History

Total Filings on Record81

First FilingApr 2, 2014

Latest FilingJul 24, 2026

🔒 Full AUM trend chart and 81 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MCADAM LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.