MCADAM LLC
SEC RegisteredYou Deserve a Retirement That's Financially Advanced
About the firm
McAdam Financial offers holistic financial planning and proven asset management, focusing on safe money strategies to help clients protect and grow their wealth. The firm uses an Advanced Advisory Model and process-driven portfolio management with proprietary analytics to develop custom retirement plans.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Holistic financial planning, asset management, safe money strategies, tax strategy optimization, estate planning, investment risk management, and retirement income planning
Who they serve
Clients planning for or entering retirement who want to protect and grow their wealth
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 4,954 | $1.3B |
| High Net Worth Individuals | 584 | $1.3B |
271 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
Showing 100 of 134
Regulatory & compliance
Data as of April 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MCADAM LLC 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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