Investment adviser · CRD 156978
MACLEAN CAPITAL ADVISORS, LLC
Investment adviser filing (IA)
INDIAN WELLS, CA, United States · Form ADV filed Feb 17, 2026
- Regulatory AUM
- $222M Form ADV · Item 5.F
- Client accounts
- 393 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 66 | $182,345,813 | 82.1% |
| Individuals | 90 | $32,080,260 | 14.4% |
| Retirement plans | Fewer than 5 | $6,251,728 | 2.8% |
| Charities | Fewer than 5 | $1,418,563 | 0.6% |
Filing source
Form ADV 2047575 · Feb 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
74900 US HIGHWAY 111, STE 224INDIAN WELLS, CA, 92210, United States
CRD 156978
Filing source
Form ADV 2047575 · Feb 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.