M
McLean Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,819,622
Total clients
5
40% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
5
Average account size
$563,924
About
McLean Capital Management provides subscription equity research and model-portfolio recommendations to subscribers — including other registered advisers — and offers discretionary portfolio management to a limited number of clients such as individuals, trusts, and retirement plan participants. The firm’s subscription research is impersonal and intended for subscribers to implement on their own, while discretionary accounts are invested in model portfolios organized by market capitalization and strategy (long-only or hedge).
The firm follows a bottom-up, fundamentally driven investment approach that emphasizes free cash flow, economic profit, and intrinsic value derived from public SEC filings as primary valuation inputs. It monitors and rebalances client accounts on an ongoing basis and discloses additional material risks, including political and artificial intelligence–related risks; the firm also uses AI tools for certain operational functions (for example, meeting transcription) with an opt-out option for clients.
Noteworthy features include a subscription-based revenue model for research — a comparatively uncommon practice among peers — and a small operational scale, managing roughly $2.8 million in discretionary assets for a handful of clients. The firm also conducts affiliated business activities (a separate equity research subscription business and involvement with a private investment partnership), discloses those relationships and related conflicts, and routinely recommends a single custodian that provides institutional services and other economic benefits.
Client services
Portfolio management
Research
Expertise
Concentrated stock management
Active portfolio management
Fee options
Subscription fees up to $100 per month for research services (negotiated on case-by-case basis)
$0+: 1.25% annually for Large Cap, Mid Cap or Small Cap Long Only Portfolios $0+: 1.50% annually for Large Cap, Mid Cap or Small Cap Tactical Portfolios $0+: 1.75% annually for Tactical Allocation Portfolios
Account minimum: $250,000 (may be waived at firm's sole discretion)
Most active in
McLean Capital Management has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
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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