# McLean Asset Management Corp.

> McLean Asset Management Corp. is an SEC-registered investment advisory firm in Tysons, VA, registered since 1998, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 22, 2026.

- CRD: 108067
- Filed as: MCLEAN ASSET MANAGEMENT CORP.
- Legal name: McLean Asset Management Corporation
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tysons, VA
- Filing period: October 2026
- Form ADV filing dated: May 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108067
- AdvisorCensus page: https://advisorcensus.com/firm/mclean-asset-management-corp-tysons-va-108067

## Quick answers

**How is McLean Asset Management Corp. compensated?**
On its Form ADV (Item 5.E, October 2026), McLean Asset Management Corp. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is McLean Asset Management Corp. located?**
McLean Asset Management Corp.'s principal office is in Tysons, VA, according to its Form ADV.

**Is McLean Asset Management Corp. registered with the SEC or a state?**
McLean Asset Management Corp. is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 108067.

**How much does McLean Asset Management Corp. manage?**
McLean Asset Management Corp. reports $993,930,145 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (99% discretionary).

**How have McLean Asset Management Corp.'s assets and staff changed since 2021?**
In the Form ADV data for McLean Asset Management Corp.: Regulatory assets under management: $844,361,971 in the October 2021 data and $993,930,145 in the October 2026 data, up 18%. Total employees: 26 in October 2021 and 26 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does McLean Asset Management Corp. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (258); individuals (other than high net worth individuals) (228); pension and profit sharing plans (but not the plan participants or government pension plans) (21).

**Which custodians does McLean Asset Management Corp. use?**
McLean Asset Management Corp.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does McLean Asset Management Corp. 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/108067

**What changed in McLean Asset Management Corp.'s recent Form ADV filings?**
In the June 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

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

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: $993,930,145
- Discretionary: $984,969,837
- Non-discretionary: $8,960,308

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 228 | $113,788,234 |
| High net worth individuals | 258 | $802,253,591 |
| 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) | 21 | $71,594,155 |
| Charitable organizations | 4 | $6,220,920 |
| 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 | 1 | $73,245 |
| 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 1998 (28 years)
- Employees: 26 total, 17 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, DC, FL, GA, IL, MA, MD, NC, NE, NH, NJ, NY, OH, PA, SC, TN, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mcleanam.com
- Facebook @McLean-Asset-Management-Corporation-580655825343380
- LinkedIn @mclean-asset-management-corporation
- X @McLeanAssetMgmt

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $844,361,971 | 26 | August 11, 2021 |
| October 2022 | $990,867,575 | 29 | September 8, 2022 |
| October 2023 | $883,990,338 | 26 | May 15, 2023 |
| October 2024 | $749,379,462 | 26 | February 29, 2024 |
| October 2025 | $819,201,980 | 26 | March 31, 2025 |
| October 2026 | $993,930,145 | 26 | May 22, 2026 |

Regulatory assets under management: $844,361,971 in the October 2021 data and $993,930,145 in the October 2026 data, up 18%.
Total employees: 26 in October 2021 and 26 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $819,201,980 to $993,930,145 (+21%).

### February 2026
- Registered or notice-filed in SC.

### January 2026
- No longer registered or notice-filed in AZ, ME, SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McLean Asset Management Corp. (CRD 108067): Form ADV filing data as of October 2026.