MCDERMOTT INVESTMENT ADVISORS, LLC
CRD #132221 SEC #801-79404 NAPLES, FL (610) 882-1460
SEC Registered Disclosures
Total AUM
$211M
Discretionary
$172.2M
Employees
10
Clients
0
Accounts
709
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $211M | $172.2M | $38.9M | 10 | 0 |
| Mar 2025 | $211M | $172.2M | $38.9M | 10 | 0 |
| Jul 2024 | $227.6M | $188.4M | $39.2M | 13 | 0 |
| Feb 2024 | $227.6M | $188.4M | $39.2M | 13 | 0 |
| Dec 2023 | $222.8M | $191.6M | $31.2M | 16 | 0 |
| Nov 2023 | $222.8M | $191.6M | $31.2M | 16 | 0 |
| Nov 2023 | $222.8M | $191.6M | $31.2M | 16 | 0 |
| Mar 2023 | $222.8M | $191.6M | $31.2M | 16 | 0 |
| Nov 2022 | $230.2M | $206M | $24.2M | 14 | 0 |
| Nov 2022 | $230.2M | $206M | $24.2M | 14 | 0 |
| Nov 2022 | $230.2M | $206M | $24.2M | 14 | 0 |
| Oct 2022 | $230.2M | $206M | $24.2M | 14 | 0 |
| Aug 2022 | $230.2M | $206M | $24.2M | 14 | 0 |
| Feb 2022 | $230.2M | $206M | $24.2M | 14 | 0 |
| Feb 2022 | $221.6M | $172.7M | $48.9M | 11 | 0 |
| Jan 2022 | $221.6M | $172.7M | $48.9M | 11 | 0 |
| Mar 2021 | $221.6M | $172.7M | $48.9M | 11 | 0 |
| Nov 2020 | $214.1M | $167.1M | $46.9M | 11 | 0 |
| Jun 2020 | $214.1M | $167.1M | $46.9M | 11 | 0 |
| Jun 2020 | $214.1M | $167.1M | $46.9M | 11 | 0 |
| Feb 2020 | $214.1M | $167.1M | $46.9M | 11 | 0 |
| Jan 2020 | $201M | $147.3M | $53.7M | 11 | 0 |
| Oct 2019 | $201M | $147.3M | $53.7M | 11 | 0 |
| Apr 2019 | $201M | $147.3M | $53.7M | 11 | 0 |
| Mar 2019 | $201M | $147.3M | $53.7M | 11 | 0 |
| Jan 2019 | $201M | $147.3M | $53.7M | 11 | 0 |
| Sep 2018 | $210.5M | $141.6M | $68.8M | 10 | 0 |
| May 2018 | $210.5M | $141.6M | $68.8M | 10 | 0 |
| Feb 2018 | $210.5M | $141.6M | $68.8M | 10 | 0 |
| Feb 2017 | $194.1M | $134.3M | $59.8M | 13 | 284 |
| Feb 2016 | $167.1M | $122.1M | $45M | 10 | 26 |
| Feb 2015 | $165.9M | $123.4M | $42.5M | 11 | 300 |
| Apr 2014 | $130.4M | $95.3M | $35.1M | 11 | 26 |
| Mar 2014 | $130.4M | $95.3M | $35.1M | 11 | 26 |
| Sep 2012 | $50.8M | $48.6M | $2.2M | 1 | 122 |
| Aug 2012 | $50.8M | $48.6M | $2.2M | 1 | 122 |
| Aug 2012 | $50.8M | $48.6M | $2.2M | 1 | 122 |
| Jun 2012 | $50.8M | $48.6M | $2.2M | 1 | 122 |
| Jun 2012 | $50.8M | $48.6M | $2.2M | 1 | 122 |
| May 2012 | $50.8M | $48.6M | $2.2M | 1 | 122 |
| Feb 2012 | $50.8M | $48.6M | $2.2M | 1 | 122 |
| Nov 2011 | $45.6M | $41.9M | $3.7M | 1 | 101 |
| Jul 2011 | $45.6M | $41.9M | $3.7M | 5 | -- |
| Jan 2011 | $31.7M | $28.6M | $3.1M | 5 | -- |
| Jan 2011 | $31.7M | $28.6M | $3.1M | 5 | -- |
| Sep 2010 | $31.7M | $28.6M | $3.1M | 5 | -- |
| Jan 2010 | $31.7M | $28.6M | $3.1M | 5 | -- |
| Feb 2009 | $28.1M | $24.5M | $3.6M | 5 | -- |
| Jan 2008 | $25.9M | $21.2M | $4.7M | 5 | -- |
| Jan 2007 | $36.7M | $32.8M | $3.8M | 5 | -- |
| Jan 2007 | $36.7M | $32.8M | $3.8M | 5 | -- |
DateNov 2025
Total AUM$211M
Discretionary$172.2M
Non-Disc.$38.9M
Employees10
Clients0
DateMar 2025
Total AUM$211M
Discretionary$172.2M
Non-Disc.$38.9M
Employees10
Clients0
DateJul 2024
Total AUM$227.6M
Discretionary$188.4M
Non-Disc.$39.2M
Employees13
Clients0
DateFeb 2024
Total AUM$227.6M
Discretionary$188.4M
Non-Disc.$39.2M
Employees13
Clients0
DateDec 2023
Total AUM$222.8M
Discretionary$191.6M
Non-Disc.$31.2M
Employees16
Clients0
DateNov 2023
Total AUM$222.8M
Discretionary$191.6M
Non-Disc.$31.2M
Employees16
Clients0
DateNov 2023
Total AUM$222.8M
Discretionary$191.6M
Non-Disc.$31.2M
Employees16
Clients0
DateMar 2023
Total AUM$222.8M
Discretionary$191.6M
Non-Disc.$31.2M
Employees16
Clients0
DateNov 2022
Total AUM$230.2M
Discretionary$206M
Non-Disc.$24.2M
Employees14
Clients0
DateNov 2022
Total AUM$230.2M
Discretionary$206M
Non-Disc.$24.2M
Employees14
Clients0
DateNov 2022
Total AUM$230.2M
Discretionary$206M
Non-Disc.$24.2M
Employees14
Clients0
DateOct 2022
Total AUM$230.2M
Discretionary$206M
Non-Disc.$24.2M
Employees14
Clients0
DateAug 2022
Total AUM$230.2M
Discretionary$206M
Non-Disc.$24.2M
Employees14
Clients0
DateFeb 2022
Total AUM$230.2M
Discretionary$206M
Non-Disc.$24.2M
Employees14
Clients0
DateFeb 2022
Total AUM$221.6M
Discretionary$172.7M
Non-Disc.$48.9M
Employees11
Clients0
DateJan 2022
Total AUM$221.6M
Discretionary$172.7M
Non-Disc.$48.9M
Employees11
Clients0
DateMar 2021
Total AUM$221.6M
Discretionary$172.7M
Non-Disc.$48.9M
Employees11
Clients0
DateNov 2020
Total AUM$214.1M
Discretionary$167.1M
Non-Disc.$46.9M
Employees11
Clients0
DateJun 2020
Total AUM$214.1M
Discretionary$167.1M
Non-Disc.$46.9M
Employees11
Clients0
DateJun 2020
Total AUM$214.1M
Discretionary$167.1M
Non-Disc.$46.9M
Employees11
Clients0
DateFeb 2020
Total AUM$214.1M
Discretionary$167.1M
Non-Disc.$46.9M
Employees11
Clients0
DateJan 2020
Total AUM$201M
Discretionary$147.3M
Non-Disc.$53.7M
Employees11
Clients0
DateOct 2019
Total AUM$201M
Discretionary$147.3M
Non-Disc.$53.7M
Employees11
Clients0
DateApr 2019
Total AUM$201M
Discretionary$147.3M
Non-Disc.$53.7M
Employees11
Clients0
DateMar 2019
Total AUM$201M
Discretionary$147.3M
Non-Disc.$53.7M
Employees11
Clients0
DateJan 2019
Total AUM$201M
Discretionary$147.3M
Non-Disc.$53.7M
Employees11
Clients0
DateSep 2018
Total AUM$210.5M
Discretionary$141.6M
Non-Disc.$68.8M
Employees10
Clients0
DateMay 2018
Total AUM$210.5M
Discretionary$141.6M
Non-Disc.$68.8M
Employees10
Clients0
DateFeb 2018
Total AUM$210.5M
Discretionary$141.6M
Non-Disc.$68.8M
Employees10
Clients0
DateFeb 2017
Total AUM$194.1M
Discretionary$134.3M
Non-Disc.$59.8M
Employees13
Clients284
DateFeb 2016
Total AUM$167.1M
Discretionary$122.1M
Non-Disc.$45M
Employees10
Clients26
DateFeb 2015
Total AUM$165.9M
Discretionary$123.4M
Non-Disc.$42.5M
Employees11
Clients300
DateApr 2014
Total AUM$130.4M
Discretionary$95.3M
Non-Disc.$35.1M
Employees11
Clients26
DateMar 2014
Total AUM$130.4M
Discretionary$95.3M
Non-Disc.$35.1M
Employees11
Clients26
DateSep 2012
Total AUM$50.8M
Discretionary$48.6M
Non-Disc.$2.2M
Employees1
Clients122
DateAug 2012
Total AUM$50.8M
Discretionary$48.6M
Non-Disc.$2.2M
Employees1
Clients122
DateAug 2012
Total AUM$50.8M
Discretionary$48.6M
Non-Disc.$2.2M
Employees1
Clients122
DateJun 2012
Total AUM$50.8M
Discretionary$48.6M
Non-Disc.$2.2M
Employees1
Clients122
DateJun 2012
Total AUM$50.8M
Discretionary$48.6M
Non-Disc.$2.2M
Employees1
Clients122
DateMay 2012
Total AUM$50.8M
Discretionary$48.6M
Non-Disc.$2.2M
Employees1
Clients122
DateFeb 2012
Total AUM$50.8M
Discretionary$48.6M
Non-Disc.$2.2M
Employees1
Clients122
DateNov 2011
Total AUM$45.6M
Discretionary$41.9M
Non-Disc.$3.7M
Employees1
Clients101
DateJul 2011
Total AUM$45.6M
Discretionary$41.9M
Non-Disc.$3.7M
Employees5
Clients--
DateJan 2011
Total AUM$31.7M
Discretionary$28.6M
Non-Disc.$3.1M
Employees5
Clients--
DateJan 2011
Total AUM$31.7M
Discretionary$28.6M
Non-Disc.$3.1M
Employees5
Clients--
DateSep 2010
Total AUM$31.7M
Discretionary$28.6M
Non-Disc.$3.1M
Employees5
Clients--
DateJan 2010
Total AUM$31.7M
Discretionary$28.6M
Non-Disc.$3.1M
Employees5
Clients--
DateFeb 2009
Total AUM$28.1M
Discretionary$24.5M
Non-Disc.$3.6M
Employees5
Clients--
DateJan 2008
Total AUM$25.9M
Discretionary$21.2M
Non-Disc.$4.7M
Employees5
Clients--
DateJan 2007
Total AUM$36.7M
Discretionary$32.8M
Non-Disc.$3.8M
Employees5
Clients--
DateJan 2007
Total AUM$36.7M
Discretionary$32.8M
Non-Disc.$3.8M
Employees5
Clients--