Charlotte, NC Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
McAdam LLC
Multi-team
Firm-wide stats for McAdam LLC
About
McAdam advises individuals, trusts, estates, charitable organizations, corporations and government entities, including high‑net‑worth households, and provides financial planning, investment management, retirement plan consulting and related implementation support. Like many multi‑team advisers, it charges asset‑based and fixed fees and offers ongoing portfolio management alongside stand‑alone planning engagements.
The firm typically manages client accounts on a discretionary basis and allocates assets among mutual funds, ETFs, individual securities and unaffiliated independent managers, tailoring portfolios to client objectives using fundamental analysis and periodic reviews. McAdam also incorporates less liquid or specialized exposures — including direct indexing, private investment funds, structured notes, interval funds and cryptocurrency exposure via exchange‑traded vehicles or separate managers — and consolidates held‑away assets into reporting through ByAllAccounts/eMoney.
Distinctive features include a tiered weekly subscription planning product (RetireUS), an explicit Artificial Intelligence policy and monitored use of AI tools in advisory work, and optional estate‑document creation through the Wealth.com platform. The firm also receives platform software and other support from major custodians and discloses that certain supervised persons may offer brokerage or insurance products in separate commission arrangements, which it treats as potential conflicts.
Based on McAdam LLC
Location
Charlotte NC
Advisors at this office
3
Advisors at this office
Robert K
Series 66, Series 65
Charlotte, NC
McAdam LLC
Robert Kovalesky Jr. is a financial advisor with McAdam LLC in Charlotte, NC, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. Prior to joining McAdam, he has been a partner at Stash Wealth since 2016 and is involved with MBVM, LLC. McAdam LLC serves individuals, trusts, estates, charitable organizations, corporations, and government entities with financial planning, investment management, and retirement plan consulting. The firm manages client accounts on a discretionary basis, utilizing diverse investment vehicles and incorporating specialized exposures such as direct indexing and private investment funds.
Spencer H
Series 65
Charlotte, NC
McAdam LLC
Spencer Harrison is a Series 65-licensed financial advisor with McAdam LLC in Charlotte, NC, where he has worked since 2022. He has three years of industry experience, including prior roles at Croghan Colonial Bank and two winery companies. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm offers financial planning, discretionary and non-discretionary investment management, and retirement-plan consulting, implementing portfolios primarily through fundamental analysis and a multi-advisor platform managing approximately $2.29 billion in discretionary assets.
James H
Series 65
Charlotte, NC
McAdam LLC
James Hartman is a Series 65-licensed financial advisor with McAdam LLC in Charlotte, NC, where he has worked since 2021. He has four years of industry experience, including prior roles at FMI Capital Advisors, Leedon Park Capital, and Covenant Capital LLC. Outside of his advisory work, he is involved in fixed insurance sales through McAdam Institutional Brokerage. McAdam LLC is an enterprise-scale registered investment adviser serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans. The firm employs fundamental analysis to build diversified portfolios using mutual funds, ETFs, independent managers, and individual securities, and offers a range of specialized strategies alongside a subscription-based financial planning service.
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