McAdam, LLC
Ownership & control
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- Identity, address & registry profile
- Sanctions & watchlist detail
- Direct connections (1 hop)
- Community notes
- Linked vessels & aircraftPREMIUM
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Assets held
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People & control
89 parties · 0 currentEvery officer, person with significant control and cross-company role we hold, resolved into one entry per party. Roles are registry records, not a claim of control.
- ABBOTT LABORATORIESAlso holds roles at 25 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- ACCENTURE PLC IRELAND SHS CLASS AAlso holds roles at 16 other companies
- Merlin Capital, Inc13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- AGILENT TECHNOLOGIES INC COMAlso holds roles at 13 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- ARK ETF TRAlso holds roles at 5 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- WNY Asset Management, LLC13F holder
- AUTOMATIC DATA PROCESSING INC COMAlso holds roles at 16 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Vinva Investment Management Ltd13F holder
- BANK OF AMERICA CORPAlso holds roles at 27 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- BRISTOL-MYERS SQUIBB COAlso holds roles at 21 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- CHEVRON CORPAlso holds roles at 29 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- COCA COLA COAlso holds roles at 25 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- COMCAST CORP - CL AAlso holds roles at 23 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- DIMENSIONAL ETF TRUSTAlso holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- Regis Acquisition Inc.13F holder
- DOW INCAlso holds roles at 17 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Estabrook Capital Management13F holder
- ENERGY SELECT SECTOR SPDR FUNDAlso holds roles at 11 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- ENERGY TRANSFER L P COM UT LTD PTNAlso holds roles at 8 other companies
- Marathon Trading Investment Management LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- Estabrook Capital Management13F holder
- EXXON MOBIL CORPAlso holds roles at 27 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- FRANCO NEV CORPAlso holds roles at 3 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- VANGUARD GROUP INC13F holder
- FS CREDIT OPPORTUNITIES CORPAlso holds roles at 1 other company
- Fisher Asset Management, LLC13F holder
- FS KKR CAP CORPAlso holds roles at 4 other companies
- Freedom Investment Management, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- STATE FARM MUTUAL AUTOMOBILE INSURANCE CO13F holder
- GENERAL ELECTRIC CO COM NEWAlso holds roles at 20 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- HOME DEPOT INCAlso holds roles at 23 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- INTEL CORPORATIONAlso holds roles at 24 other companies
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- INTERNATIONAL BUSINESS MACHINEAlso holds roles at 20 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- INVESCO EXCHANGE TRADED FD TAlso holds roles at 1 other company
- Freedom Investment Management, Inc.13F holder
- INVESCO FUNDAMENTAL HIGH YIELD CORPORATE BOND ETFAlso holds roles at 2 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- INVESCO QQQ TRAlso holds roles at 13 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFAlso holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- ISHARES CORE DIVIDEND GROWTH ETFAlso holds roles at 4 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- ISHARES CORE MSCI EAFE ETFAlso holds roles at 11 other companies
- Freedom Investment Management, Inc.13F holder
- Regis Acquisition Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETFAlso holds roles at 6 other companies
- Capstone Financial Advisors, Inc.13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
- HSBC HOLDINGS PLC13F holder
- ISHARES CORE U.S. AGGREGATE BOND ETFAlso holds roles at 11 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- ISHARES FLOATING RATE BOND ETFAlso holds roles at 6 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- ISHARES MSCI EAFE ETFAlso holds roles at 15 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- ISHARES PREFERRED & INCOME SECURITIES ETFAlso holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- ISHARES RUSSELL 2000 ETFAlso holds roles at 11 other companies
- Marathon Trading Investment Management LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- ISHARES RUSSELL 2000 VALUE ETFAlso holds roles at 8 other companies
- Belmont Capital, LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- ISHARES RUSSELL TOP 200 GROWTH ETFAlso holds roles at 3 other companies
- WEST PACES ADVISORS INC.13F holder
- Continuum Advisory, LLC13F holder
- Burns Matteson Capital Management, LLC13F holder
- ISHARES TIPS BOND ETFAlso holds roles at 10 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- ISHARES TRAlso holds roles at 15 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Moss Adams Wealth Advisors LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- LILLY ELI & COMPANYAlso holds roles at 24 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- LOWES COMPANIES INCAlso holds roles at 20 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- MARRIOTT INTL INC NEW CL AAlso holds roles at 11 other companies
- Merlin Capital, Inc13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- MARSH & MCLENNAN COS INC COMAlso holds roles at 12 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- MASTERCARD INCORPORATEDAlso holds roles at 20 other companies
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- MICROSOFT CORPAlso holds roles at 30 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- NETFLIX INC COMAlso holds roles at 17 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- NVIDIA CORPAlso holds roles at 27 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- REGENERON PHARMACEUTICALS COMAlso holds roles at 13 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- SCHWAB EMERGING MARKETS EQUITY ETFAlso holds roles at 5 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- SCHWAB FUNDAMENTAL EMERGING MARKETS LARGE CO. INDEX ETFAlso holds roles at 2 other companies
- WEST PACES ADVISORS INC.13F holder
- Continuum Advisory, LLC13F holder
- SCHWAB INTERMEDIATE-TERM US TREASURY ETFAlso holds roles at 4 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- WNY Asset Management, LLC13F holder
- SCHWAB INTERNATIONAL EQUITY ETFAlso holds roles at 4 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Continuum Advisory, LLC13F holder
- SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETFAlso holds roles at 3 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Vawter Financial, Ltd.13F holder
- SCHWAB STRATEGIC TRAlso holds roles at 8 other companies
- Moss Adams Wealth Advisors LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- Continuum Advisory, LLC13F holder
- SCHWAB U.S. LARGE-CAP GROWTH ETFAlso holds roles at 3 other companies
- WEST PACES ADVISORS INC.13F holder
- Continuum Advisory, LLC13F holder
- Fisher Asset Management, LLC13F holder
- SCHWAB U.S. MID-CAP ETFAlso holds roles at 3 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Continuum Advisory, LLC13F holder
- SELECT SECTOR SPDR TRAlso holds roles at 8 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- SPDR INDEX SHS FDSAlso holds roles at 6 other companies
- Freedom Investment Management, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Vawter Financial, Ltd.13F holder
- SPDR S&P 400 MID CAP GROWTH ETFAlso holds roles at 1 other company
- Freedom Investment Management, Inc.13F holder
- SPDR S&P INTERNATIONAL DIVIDEND ETFAlso holds roles at 1 other company
- Freedom Investment Management, Inc.13F holder
- SPDR SER TRAlso holds roles at 5 other companies
- Freedom Investment Management, Inc.13F holder
- Continuum Advisory, LLC13F holder
- VANGUARD GROUP INC13F holder
- STARBUCKS CORPAlso holds roles at 21 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- STATE STR CORP COMAlso holds roles at 10 other companies
- Vinva Investment Management Ltd13F holder
- BRANDES INVESTMENT PARTNERS, LP13F holder
- Estabrook Capital Management13F holder
- TAKEDA PHARMACEUTICAL CO LTDAlso holds roles at 2 other companies
- BRANDES INVESTMENT PARTNERS, LP13F holder
- VANGUARD GROUP INC13F holder
- TILRAY BRANDS INCAlso holds roles at 2 other companies
- Marathon Trading Investment Management LLC13F holder
- VANGUARD GROUP INC13F holder
- TRIMBLE INC COMAlso holds roles at 7 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- UNITEDHEALTH GROUP INCAlso holds roles at 22 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- US BANCORP DEL COM NEWAlso holds roles at 14 other companies
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
- HSBC HOLDINGS PLC13F holder
- VANGUARD FTSE DEVELOPED MARKETS ETFAlso holds roles at 11 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- VANGUARD GROWTH ETFAlso holds roles at 11 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- OLIVER LAGORE VANVALIN INVESTMENT GROUP13F holder
- VANGUARD HEALTH CARE ETFAlso holds roles at 4 other companies
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- WNY Asset Management, LLC13F holder
- VANGUARD HIGH DIVIDEND YIELD INDEX ETFAlso holds roles at 7 other companies
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
- CoreFirst Bank & Trust13F holder
- VANGUARD INDEX FDSAlso holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- HSBC HOLDINGS PLC13F holder
- Moss Adams Wealth Advisors LLC13F holder
- VANGUARD MID-CAP VALUE ETFAlso holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD RUSSELL 1000 GROWTH ETFAlso holds roles at 5 other companies
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD TOTAL BOND MARKET ETFAlso holds roles at 14 other companies
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- VANGUARD TOTAL STOCK MARKET ETFAlso holds roles at 14 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- VANGUARD WORLD FDAlso holds roles at 7 other companies
- RETIREMENT CAPITAL STRATEGIES13F holder
- VANGUARD GROUP INC13F holder
- Slocum, Gordon & Co LLP13F holder
- VANGUARD WORLD FDSAlso holds roles at 6 other companies
- Capstone Financial Advisors, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- VERTEX PHARMACEUTICALS INC COMAlso holds roles at 14 other companies
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- WELLS FARGO & COMPANYAlso holds roles at 20 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Belmont Capital, LLC13F holder
89 parties · 0 current. Ceased and resigned records are retained as history.