McDermott Investment Advisors, LLC
● SEC registered since 2014CRD 132221SEC# 801-79404Naples, FL
Reg. AUM
$203.3M
Employees
10
Accounts
619
Location
Naples, FL
McDermott Investment Advisors, LLC assets under management
McDermott Investment Advisors, LLC is an investment advisory firm registered with the SEC based in Naples, FL. The firm has been registered since 2014. It reports $203.3 million in regulatory assets under management and employs 10 people.
McDermott Investment Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dean Patrick McDermott Control | Managing Member/Chief Compliance Officer | Over 75% | 2004 |
| Kathleen Kovacs McDermott | Managing Director | Under 5% | 2005 |
Frequently asked questions
How much does McDermott Investment Advisors, LLC manage?
McDermott Investment Advisors, LLC reports $203.3 million in regulatory assets under management on its Form ADV.
How many employees does McDermott Investment Advisors, LLC have?
McDermott Investment Advisors, LLC reports 10 employees.
Where is McDermott Investment Advisors, LLC located?
McDermott Investment Advisors, LLC is based in Naples, FL and has been SEC-registered since 2014.
Does McDermott Investment Advisors, LLC disclose fund performance?
McDermott Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 780 Fifth Avenue South, Suite 200, Naples, FL 34102 |
| Phone | (610) 882-1460 |
| Office hours | By Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$203.3M▼ 4%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 74%
Larger than 26% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$203.3Mregulatory AUM
Discretionary $169.6MNon-discretionary $33.7M