# Douglas A. McClennen IA

> Douglas A. McClennen IA is a state-registered investment advisory firm, registered since 2007, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 7, 2023.

- CRD: 142602
- Filed as: DOUGLAS A. MCCLENNEN IA
- Legal name: Douglas Adams McClennen
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Massachusetts
- Filing period: October 2026
- Form ADV filing dated: August 7, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142602
- AdvisorCensus page: https://advisorcensus.com/firm/douglas-a-mcclennen-ia-142602

## Quick answers

**How is Douglas A. McClennen IA compensated?**
On its Form ADV (Item 5.E, October 2026), Douglas A. McClennen IA reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Douglas A. McClennen IA registered with the SEC or a state?**
Douglas A. McClennen IA is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 142602.

**How much does Douglas A. McClennen IA manage?**
Douglas A. McClennen IA reports $78,200,000 in regulatory assets under management in its Form ADV filing dated August 7, 2023 (96% discretionary).

**What types of clients does Douglas A. McClennen IA serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (13).

**Does Douglas A. McClennen IA report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142602

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $78,200,000
- Discretionary: $75,000,000
- Non-discretionary: $3,200,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $3,000,000 |
| High net worth individuals | 13 | $75,200,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- the-wise-investor.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Douglas A. McClennen IA (CRD 142602): Form ADV filing data as of October 2026.