Berman Mcaleer
Timonium, MD·SEC-registered · CRD #332906
Berman Mcaleer is an SEC-registered investment advisory firm in Timonium, MD managing $1.8B across 2.5k client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.8B
Client accounts
2.5k
Advisory staff
14
Fee model
Fee-based
How Berman Mcaleer is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Berman Mcaleer
How much does Berman Mcaleer manage?
Per its most recent SEC Form ADV filing (03/03/2026), Berman Mcaleer reports $1.8B in regulatory assets under management across roughly 2.5k client accounts.
How does Berman Mcaleer charge?
Berman Mcaleer is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Berman Mcaleer a fiduciary?
Yes. Berman Mcaleer is registered with the U.S. Securities and Exchange Commission (CRD #332906), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Berman Mcaleer taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Berman Mcaleer and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Berman Mcaleer's public SEC Form ADV filing (CRD #332906, filed 03/03/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Berman Mcaleer. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Berman Mcaleer? Claim this profile.