McDevitt & Bird Investment Management Co
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,086,446
Total clients
7
29% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
4
Average account size
$869,492
About
McDevitt & Bird Investment Management Company provides discretionary and non‑discretionary portfolio management and investment advice primarily to high‑net‑worth and other individual clients, and also serves estates, trusts, corporations, pension and profit‑sharing plans, and charitable organizations. As of March 2025 the firm reports managing about $6.09 million in client assets across a very small client base (seven clients).
The firm formulates recommendations using a mix of charting, cyclical, fundamental and technical analysis, and applies both shorter‑term and multi‑year holding approaches depending on client objectives. It primarily recommends individual securities rather than pooled funds, produces periodic research reports for clients, and refers clients to outside financial planners when a formal financial plan is requested.
Distinctive features for a firm of this size include a low client count relative to assets under management and an explicit personnel standard encouraging advanced credentials (MBA/CFA or equivalent experience) for those advising clients. The firm’s owners largely self‑supervise with mutual reviews of trading, it practices direct billing of advisory fees through custodians, does not vote client proxies (clients receive proxy materials directly), and discloses the possibility of written referral arrangements that provide third‑party compensation for client introductions.
Client services
Fee options
Fixed fees for financial planning services may be negotiated in advance based on estimated time and expertise.
$0 - $1,000,000: 1.00% (non-discretionary), 0.80% (discretionary) $1,000,001 - $3,000,000: 0.75% (non-discretionary), 0.60% (discretionary) $3,000,001 - $5,000,000: 0.50% (non-discretionary), 0.40% (discretionary) $5,000,001+: Negotiable for both account types
Hourly fees may be negotiated for financial planning services as preferred by the client.
Account minimum: No minimum dollar value of assets or other condition for starting or maintaining an account; however, minimum annual fees apply ($2,000 for discretionary accounts, $2,500 for non-discretionary accounts). Minimum fee: $2,000 minimum annual fee for discretionary accounts; $2,500 minimum annual fee for non-discretionary accounts. Fee-only: Annual fees based on assets under management, payable quarterly in advance; negotiable fees for assets above $5 million; minimum annual fees as above.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Main office location
McDevitt & Bird Investment Management Co
Elizabeth IL, United States
Number of offices
2
Forms ADV
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