M&
Mcdevitt & Bird Investment Management Co
State-registered
Wealth Manager · Boutique (under $100M)
CRD 109920
· SEC file 801-52991
·
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ADV data as of Mar 17, 2026
- Regulatory AUM
- $8.9M
- Discretionary
- $8.9M
- Clients
- 14
- Avg AUM / client
- $634K
- Accounts
- 14
- Employees
- 1
AUM over time
$8.9M
$34.4M
Jan 31, 2012
Mar 17, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 11 | $3.7M | 41.9% |
| High net worth individuals | 3 | $5.2M | 58.1% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bird, Alan, William | President, Director, Chief Compliance Officer | Sep 1996 (30y) | 50% – 75% | |
| Martin A Mcdevitt | Chairman, Director | Sep 1996 (30y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 979 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗