RIA Intel›Advisers›Delaware›MICHAEL J.D. MCCALL, LLC

MICHAEL J.D. MCCALL, LLC

Advisory

DE

Data as of Mar 23, 2026 · Source: SEC Form ADV

AUM change, 1 year
-46.6%
10th percentile in DE
AUM CAGR, 3 year
-15.9%
compound annual growth
Average account
$474K
across 139 accounts
AUM per adviser
$66M
1 advisers
Filing history
12
filings since 2003

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$66M
1-Year AUM Growth
-46.6%
3-Year CAGR
-15.9%
Employees
1
Assets Under Management
Total AUM$66M
Discretionary AUM$66M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients52
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record12
First FilingMay 21, 2003
Latest FilingMar 23, 2026
Full AUM trend chart and 12 historical filings spanning 23+ years
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Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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