Mclean Asset Management Corp.

RIASEC RegisteredEst. 1998

Total AUM

$994M

Discretionary

$985M

99% of AUM

Avg account

$661K

Accounts

1,504

Employees

Advisory reps

Firm details

Headquarters: Tysons, Virginia
CRD number: 108067
Registered since: March 19, 1998
Website: www.mcleanam.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI80.72%
Individuals11.45%
Pension & Profit Sharing Plans7.2%
Charitable Organizations0.63%
Corporations / Businesses0.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Mclean Asset Management Corp. is an independent, SEC-registered registered investment adviser formed in 1998 that serves both individual/family and institutional clients. The firm operates as a capital allocator and offers a mix of fee arrangements — percentage of AUM, hourly fees, and fixed fees — reflecting services that range from comprehensive financial planning to delegated portfolio management. Advisory services called out on filings include portfolio management for individuals and small businesses, management for institutions, pension consulting, manager selection, and educational workshops. The firm also identifies as an active ESG investor. Mclean positions itself to serve varied client needs: direct portfolio management, selection and oversight of third-party managers, and planning/education. That combination suggests a hybrid model that blends discretionary portfolio implementation with consulting and outsourced manager selection.