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Mcdermott Investment Advisors, LLC

Mcdermott Investment Advisors, LLC. CRD 132221

Mcdermott Investment Advisors, LLC logo

CRD: 132221

Mcdermott Investment Advisors, LLC

Naples, FL, 34102
6108821460
mcdermottadvisors.com
$203.3M Total AUM
$169.6M Disc. AUM
-3.8% 3Y CAGR
10 Employees
618 ADV. Clients
21 yrs Firm Age

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Firm Details

Custodian
Hilltop Securities
Clients
Retail
Platforms
Matrix focusEmber
Established Date
09-24-2004
Office Locations
5

Office Locations

44 East Broad Street Suite 218 Bethlehem PA
780 Fifth Avenue South Suite 200 Naples FL
8055 West Manchester Avenue Suite 200 Playa DEL REY CA

About Mcdermott Investment Advisors, LLC

McDermott Investment Advisors is a boutique RIA providing investment management and financial planning for individuals and businesses, including retirement, trust planning, and 1031 exchange/real estate support. The firm emphasizes hands-on, relationship-led service and a risk-conscious approach that avoids high-risk speculation. Portfolios are primarily implemented with ETFs alongside fixed income.

Team overview

67 AVG AGE
$20.3M AVG AUM / ADVISOR
$328.9K AVG AUM / CLIENT
12 yrs AVG TENURE
10 Employees
10 Advisory Reps
10 RIA Reps
21yrs Firm Age

Insights

Premium access reveals conviction themes in wave wave momentum.
See the complete signal summary connected to bridge.
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Premium access reveals conviction themes in peak legacy.
Unlock to see real insight on pathway timber.
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See the complete signal summary connected to atlas frontier.

Asset Classes

Optima ember Alpha

Client Personas

Vector

Custodian

Peak beacon

Investment Themes

Eagle Crest North pathway

Investment Vehicles

Vital Quantum vector

Platform

Element insight

Services

Value frontier Fusion Peak element Meridian

Technology

Focus Vital meridian

Owner & Executives

D

DEAN PATRICK MCDERMOTT

Chief Compliance Officer, Managing Member

CRD
#1731834
Ownership
75% or more
(693) 378-4075
alpha.vertex@unisoncapital.com
in linkedin.com/in/focus-vertex
K

KATHLEEN KOVACS MCDERMOTT

Advisor, MANAGING DIRECTOR

CRD
#4928511
Ownership
Less than 5%
(883) 964-3036
wave.frontier@frontiercapital.com
in linkedin.com/in/matrix-signal

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Contacts

A

ANDREW FRANCIS AIGNER

Financial Advisor, General Partner

CRD
#3247019
(971) 720-9021
element.pioneer@legacycapital.com
in linkedin.com/in/harbor-harbor
M

MARK RICHARD BARAN

--

CRD
#870541
(386) 609-6398
vector.prime@harborcapital.com
in linkedin.com/in/value-focus
R

Ridge timber

Glacier pioneer

CRD
#68932
(696) 706-4798
delta.crest@insightcapital.com
in linkedin.com/in/horizon-ember

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-29-2022
12-05-2023
07-25-2024
11-18-2025
03-24-2026
Category Assets AVG. Account size
Discretionary $169,566,684 $743,714
Non-Discretionary $33,721,488 $86,244
Total $203,288,172 $328,414

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Separately Managed Accounts

Total SMA Asset: $203,288,172

$203.3M Total SMA
Equity - Exchange:
21.2%
Corporate - Investment Grade:
16.4%
Public Funds:
22.2%
Municipal Bonds:
10.8%
U.S. Government/Agency:
29.4%
Asset class Assets Assets %
Equity - Exchange $294,138,475 21.2%
Corporate - Investment Grade $227,541,084 16.4%
Public Funds $308,012,931 22.2%
Municipal Bonds $149,844,129 10.8%
U.S. Government/Agency $407,909,017 29.4%
Total $1,387,445,636 100.0%

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