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- Custodian
- Charles Schwab & Company · Fidelity/NFS · John Hancock
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-10-2014
- Office Locations
- 43
Office Locations
About Mcadam LLC
McAdam Financial (MCADAM LLC) provides holistic financial planning and asset management for retirement-focused clients, emphasizing “safe money” strategies, inflation/market-volatility management, and tax-aware planning including estate considerations. Led by CFP Phil Simonides (37+ years’ experience), the firm uses client education events and a retirement tax-bill calculator to engage IRA/401(k) savers and help them keep more of their savings.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL JOSEPH MCADAM
Managing Member
- CRD
- #3247724
- Ownership
- 75% or more
EDWARD THOMAS O'BRIEN
Chief Compliance Officer
- CRD
- #5613088
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Owen Allen
Financial Advisor
- CRD
- #7128746
RAND ISSAM ANDONI
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- CRD
- #6376581
Showing 2 of 135 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,663,735,149 | $255,563 |
| Non-Discretionary | $14,587,200 | $162,080 |
| Total | $2,678,322,349 | $254,763 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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