Berman Mcaleer, Llc
- Regulatory AUM
- $1.8B
- Discretionary
- $1.8B
- Clients
- 649
- Avg AUM / client
- $2.8M
- Accounts
- 2,467
- Employees
- 29
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 264 | $106M | 5.82% |
| High net worth individuals | 382 | $1.6B | 89.6% |
| Corporations and other businesses | 3 | $83.6M | 4.59% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew T Cook | Owner | CFP | Sep 2024 (2y) | 10% – 25% |
| Brett T Holmes | Owner | CFP CFA | Sep 2024 (2y) | Less than 5% |
| Bruns, William, Francis | Chief Compliance Officer, Chief Financial Officer | Sep 2024 (2y) | 5% – 10% | |
| David Lee Berman | Chief Executive Officer | CFP Chartered Financial Consultant | Sep 2024 (2y) | 10% – 25% |
| John Joseph Mcaleer | Owner | CFP | Sep 2024 (2y) | 25% – 50% |
| Melanie Dee Hagan | Owner | Sep 2024 (2y) | Less than 5% | |
| Patrick Joseph Monaghan | Owner | Sep 2024 (2y) | 10% – 25% | |
| Susan Michele Mitcheltree | Owner | CFP | Sep 2024 (2y) | 10% – 25% |
| Andrew Bruns | Registered representative | CFP | Feb 2025 (1y) | |
| Brian Dennis Carroll | Registered representative | CFA | Feb 2025 (1y) | |
| Genevieve M Crisera | Registered representative | CFP | Feb 2025 (1y) | |
| Matthew James Hess | Registered representative | CFP | Feb 2025 (1y) | |
| Adam R Murray | Registered representative | CFP | Feb 2025 (1y) | |
| Kimberly M. Silvestri | Registered representative | Nov 2025 (1y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
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) | 03/03/2026 | 955 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $1.8B (97% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗