# Maclean Capital Advisors, LLC

> Maclean Capital Advisors, LLC is an SEC-registered investment advisory firm in Indian Wells, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 156978
- Filed as: MACLEAN CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indian Wells, CA
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156978
- AdvisorCensus page: https://advisorcensus.com/firm/maclean-capital-advisors-llc-indian-wells-ca-156978

## Quick answers

**How is Maclean Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Maclean Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Maclean Capital Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated February 17, 2026 states: Flat fee: up to $5,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Maclean Capital Advisors, LLC located?**
Maclean Capital Advisors, LLC's principal office is in Indian Wells, CA, according to its Form ADV.

**Is Maclean Capital Advisors, LLC registered with the SEC or a state?**
Maclean Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 156978.

**How much does Maclean Capital Advisors, LLC manage?**
Maclean Capital Advisors, LLC reports $222,096,364 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary).

**How have Maclean Capital Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Maclean Capital Advisors, LLC: Regulatory assets under management: $135,508,284 in the October 2021 data and $222,096,364 in the October 2026 data, up 64%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Maclean Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (66); pension and profit sharing plans (but not the plan participants or government pension plans) (3).

**Which custodians does Maclean Capital Advisors, LLC use?**
Maclean Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Maclean Capital Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156978

**Does Maclean Capital Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 17, 2026 says: "There is an account minimum, $500,000, which may be waived by the investment advisor, based on the needs of the client and the complexity of the situation."

**What changed in Maclean Capital Advisors, LLC's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $201,394,655 to $222,096,364 (+10%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 17, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> There is an account minimum, $500,000, which may be waived by the investment advisor, based on the needs of the client and the complexity of the situation.

- Flat fee: up to $5,000 (financial planning and consulting services)

> Our firm charges on a flat fee basis for financial planning and consulting services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Flat fees will not exceed $ 5,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $222,096,364
- Discretionary: $222,096,364
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $32,080,260 |
| High net worth individuals | 66 | $182,345,813 |
| 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) | 3 | $6,251,728 |
| Charitable organizations | 1 | $1,418,563 |
| 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
- Pension consulting services

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [macleancapital.com](https://macleancapital.com)
- [macleancapitalfacebook.com/MacLeanCapital](https://macleancapitalfacebook.com/MacLeanCapital)
- LinkedIn @MacLean-Capital
- X @MacLeanCapitalAdvisors-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $135,508,284 | 2 | June 25, 2021 |
| October 2022 | $162,397,923 | 3 | August 29, 2022 |
| October 2023 | $144,232,563 | 2 | March 15, 2023 |
| October 2024 | $161,414,404 | 3 | August 23, 2024 |
| October 2025 | $201,394,655 | 3 | February 10, 2025 |
| October 2026 | $222,096,364 | 3 | February 17, 2026 |

Regulatory assets under management: $135,508,284 in the October 2021 data and $222,096,364 in the October 2026 data, up 64%.
Total employees: 2 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $201,394,655 to $222,096,364 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Maclean Capital Advisors, LLC (CRD 156978): Form ADV filing data as of October 2026.