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MCLEAN ASSET MANAGEMENT CORP.
Legal name: MCLEAN ASSET MANAGEMENT CORPORATION
CRD 108067File 801-55363
APPROVED
Retail clients
Custody
Filing as of May 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$993.9M
Above cohort median (national)
Discretionary AUM
$985.0M
Non-discretionary $9.0M
Clients
512
1,504 accounts
Employees
26
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 19, 1998
- Principal office
- 1900 GALLOWS ROAD, SUITE 350, TYSONS, VA, 22182
- Phone
- 703-827-0636
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $993.9M
- Discretionary AUM
- $985.0M
- Non-discretionary AUM
- $9.0M
- Discretionary accounts
- 1,497
- Non-discretionary accounts
- 7
- Total accounts
- 1,504
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $73K |
| Charitable organizations | Fewer than 5 | $6.2M |
| High net worth individuals | 258 | $802.3M |
| Pension and profit sharing plans | 21 | $71.6M |
| Individuals (other than high net worth individuals) | 228 | $113.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.