MacLean Capital Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, insurance, and tax planning.
MacLean Capital Advisors reports 160 clients. They include 90 individual clients, 66 high-net-worth individuals, and 3 pension and profit-sharing plans. Of its assets, 100.0% ($222M across 393 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 56% | 14% |
| High-net-worth individuals | 41% | 82% |
| Pension and profit-sharing plans | 2% | 3% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 90 | $32.1M | 14.4% | $356K |
| High-net-worth individuals | 66 | $182M | 82.1% | $2.76M |
| Pension and profit-sharing plans | Fewer than 5 | $6.25M | 2.8% | $2.08M |
| Charitable organizations | Fewer than 5 | $1.42M | 0.6% | $1.42M |
| Total | 160 | $222M | 100% | — |
- Clients
- 90
- Regulatory AUM
- $32.1M
- AUM share
- 14.4%
- Avg. per client
- $356K
- Clients
- 66
- Regulatory AUM
- $182M
- AUM share
- 82.1%
- Avg. per client
- $2.76M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.25M
- AUM share
- 2.8%
- Avg. per client
- $2.08M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.42M
- AUM share
- 0.6%
- Avg. per client
- $1.42M
Total
- Clients
- 160
- Regulatory AUM
- $222M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
MacLean Capital Advisors charges up to 1.00% for its Investment Supervisory Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Flat fees based on scope and complexity will not exceed $5,000; a 50% retainer of the ultimate fee is due at signing.
- Retirement Plan Consulting
- Hourly or flat fees, or a fee based on managed plan assets that will not exceed 0.50%, arranged case by case.
Christian Maclean owns 50% to 75% of MacLean Capital Advisors. The leadership team of MacLean Capital Advisors includes President Brette Maclean. It has 3 employees.
Leadership
Brette MacleanChief Compliance Officer and Vice President
Christian MacleanManaging Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- Owns 50% to 75% of Maclean Capital Advisors, LLC
Christian Maclean
Control person · since March 2011
- Owns 50% to 75% of Maclean Capital Advisors, LLC
Brette Maclean
Control person · since March 2011
MacLean Capital Advisors’ regulatory assets grew 1.6× from $136M (June 2021) to $222M (February 2026); clients rose from 147 to 160 and employees from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $222M | 160 | 3 | 1 |
| February 2025 | $201M | 166 | 3 | 1 |
| April 2024 | $161M | 149 | 3 | 1 |
| March 2023 | $144M | 155 | 2 | 1 |
| April 2022 | $162M | 137 | 3 | 1 |
| June 2021 | $136M | 147 | 2 | 1 |
Besides its headquarters, MacLean Capital Advisors has 0 offices, with 1 listed address in California.
California · 1 listed address
- 74900 US Highway 111, Ste 224, Indian WellsHQ
Contact and registration details
- Legal name
- Maclean Capital Advisors, LLC
- Headquarters
- 74900 US Highway 111, Ste 224, Indian Wells, CA 92210
- Website
- macleancapitaladvisors.com
- Phone
- 760-636-4593
- @MacLean-Capital
- SEC file
- 801-121021
- Founded
- 2011
- Structure
- California LLC
- Fiscal year end
- December
MacLean Capital Advisors uses Charles Schwab ($213M) as custodian for its separately managed accounts. MacLean Capital Advisors has custody of $5.75M in client assets for 10 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $213M100%
At year end, MacLean Capital Advisors’ separately managed accounts were mostly in funds (69%) and cash (17%).
What the accounts hold
- Stocks10%
- Funds69%
- Bonds4%
- Cash17%
How many clients does MacLean Capital Advisors have?
MacLean Capital Advisors has 160 clients and manages $222 million for them, as of February 2026. They include 90 individual clients, 66 high-net-worth individuals, and 3 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 February 2026
What services does MacLean Capital Advisors offer?
MacLean Capital Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does MacLean Capital Advisors charge?
MacLean Capital Advisors charges up to 1.00% for its Investment Supervisory Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Which custodians does MacLean Capital Advisors use?
MacLean Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $213M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 February 2026
How many financial advisors does MacLean Capital Advisors have?
MacLean Capital Advisors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does MacLean Capital Advisors invest in?
At the end of its last fiscal year, MacLean Capital Advisors’ separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 17% cash and equivalents, 10% exchange-traded equities and 4% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns MacLean Capital Advisors?
MacLean Capital Advisors’ direct owners are Christian Maclean (50% to 75%) and Brette Maclean (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 17 February 2026
How does MacLean Capital Advisors get paid?
MacLean Capital Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is MacLean Capital Advisors registered with the SEC?
Yes, MacLean Capital Advisors has been registered with the SEC as an investment adviser since 28 April 2021. Its CRD number is 156978 and its SEC file number is 801-121021.
Source: Form ADV Part 1A, Item 1, filed 17 February 2026; IAPD firm record
How do I contact MacLean Capital Advisors?
MacLean Capital Advisors’ main office is at 74900 US Highway 111, Ste 224, Indian Wells, CA 92210. Its phone number is 760-636-4593. Its website is macleancapitaladvisors.com.