Mclean Capital Management

Overview

Mclean Capital Management is a small, individually owned advisory firm focused on portfolio management for individuals, small businesses and institutional clients. The firm runs discretionary accounts and prefers equity-oriented allocations, with a clear tilt toward exchange-traded equities. Its business model combines percentage-of-assets fees with subscription-style fees, which suggests the firm may offer packaged or managed solutions alongside traditional AUM billing. The adviser is not an active ESG investor and does not operate as a multi-state adviser or pension consultant. Mclean Capital Management describes its core advisory activities as direct portfolio management rather than serving as a capital allocator or multi-manager platform. Given the firm’s size and client base, investment decisions are likely implemented through direct, account-level management and standard custodial brokerage access.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices