Justin P Caudle
Investment Adviser Representative at Mcadam LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Justin P. Caudle is an investment adviser representative with Mcadam LLC in Mclean, VA, where they have been registered since 2014. They have worked in the securities industry since 2009 and were previously registered with VOYA Financial Advisors, Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Texas and Virginia.
Registrations & licenses
- Investment adviser:
- Texas, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Purshe Kaplan Sterling InvestmentsOct 2014 – Jun 2020Albany, NY
- Mcadam LLCOct 2014 – no end date reportedMcLean, VA
- Financial Planning Association - National Capital AreaNov 2023 – no end date reportedReston, VA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mcadam LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Holistic financial planning, asset management, safe money strategies, tax strategy optimization, estate planning, investment risk management, and retirement income planning
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 134
- Offices listed on AdvisorFinder:
- 13
- Main office:
- Radnor, PA
- SEC file number:
- 801-79583
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 24, 2026
View full firm profileOther advisors at Mcadam LLC
Showing 12 of 134 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Justin P Caudle has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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