McCann Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$8,291,495
Total clients
113
4% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
113
Average account size
$73,376
About
McCann Investment Management LLC is an independent, single-advisor registered investment adviser managing roughly $8.3 million for about 113 clients. The firm provides discretionary asset management, ongoing portfolio oversight, and standalone financial planning for individuals and institutional clients, and also serves retirement plans and plan sponsors.
The firm implements client strategies under discretionary authority, tailoring asset allocation and security selection to documented goals, time horizons, and risk tolerances, with regular account reviews and rebalancing. It may subscribe client accounts to third‑party model portfolios and recommends third‑party managers when appropriate, while also delivering cash‑flow and tax‑aware financial planning analyses.
What distinguishes the firm from many peers is its offering of ERISA plan services—acting as a limited‑scope 3(21) fiduciary to assist plan sponsors with investment policy development, qualified default investment alternative selection, monitoring of options, and participant education, while excluding certain hard‑to‑value assets. The firm’s principal also conducts separate insurance sales and property‑management activities and the firm receives referral/ongoing fees from some third‑party managers; those relationships and potential conflicts are disclosed and addressed through its written policies and fiduciary obligations.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Retirement plans for business owners (SEP, solo 401k)
Tax strategies for small businesses
Fee options
$0+: Up to 1.50% annually (negotiable) for discretionary asset management $0+: Up to 1.00% annually (negotiable) for ERISA plan services $0+: Up to 1.00% annually for American Funds Service Company accounts $0+: Up to 1.5% annually (negotiable) for Third Party Manager AssetMark referral fee
$200 per hour for financial planning
Account minimum: $25,000 Fee-only: $200 per hour for financial planning
Main office location
McCann Investment Management, LLC
214 W. Lockeford Street, Suite 9
Lodi CA 95240, United States
Number of offices
1
Most active in
McCann Investment Management, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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