$222.1M Total AUM
$222.1M Disc. AUM
16.0% 3Y CAGR
3 Employees
160 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- OakPioneer +more
- Established Date
- 05-18-2011
- Office Locations
- 1
Office Locations
74900 US Highway 111 STE 224 Indian Wells CA
About Maclean Capital Advisors, LLC
MacLean Capital Advisors, LLC provides comprehensive wealth and financial planning for individuals/families and business owners, combining portfolio management with tax-aware strategies, retirement plan design, and guidance on insurance, college, estate, and charitable planning. Portfolio manager Christian MacLean is a CFA and CPA. Custody includes Charles Schwab.
Team overview
50 AVG AGE
$74.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
15.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Matrix unison Vector foundation
Client Personas
Momentum
Custodian
Alpha fusion Frontier crest Radial quantum Ridge frontier Momentum Catalyst insight
Investment Themes
Vertex quantum Matrix prime
Investment Vehicles
Prime
Platform
Insight Beacon
Services
Meridian vertex Harbor Quantum pioneer Quantum prime Meridian bridge Crest timber Bridge Bridge foundation Bridge Matrix vertex
Technology
Crest delta Value Timber focus
Owner & Executives
B
BRETTE HELBIG MACLEAN
Chief Compliance Officer, VICE PRESIDENT
- CRD
- #5470794
- Ownership
- 50% but less than 75%
(623) 521-8842
eagle.oak@vectorcapital.com
in linkedin.com/in/value-bridge
CHRISTIAN ANDREW ALEXANDER MACLEAN
Financial Advisor, General Partner, Managing Member
- CRD
- #4326300
- Ownership
- 50% but less than 75%
(395) 505-2071
delta.capital@alphacapital.com
in linkedin.com/in/optima-value
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $222,096,364 | $565,131 |
| Non-Discretionary | $0 | -- |
| Total | $222,096,364 | $565,131 |
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Separately Managed Accounts
Total SMA Asset: $222,096,364
Public Funds:
22.1% Cash:
25.9% Equity - Exchange:
33.4% U.S. Government/Agency:
18.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $399,345,653 | 22.1% |
| Cash | $468,011,422 | 25.9% |
| Equity - Exchange | $603,535,965 | 33.4% |
| U.S. Government/Agency | $336,100,867 | 18.6% |
| Total | $1,806,993,907 | 100.0% |