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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Optima beacon
- Established Date
- 01-23-1991
- Office Locations
- 11
Office Locations
About Mclean Asset Management Corp.
McLean Asset Management (Tysons, VA) focuses on retirement income planning for individuals and families approaching or in retirement. The firm offers standalone planning engagements as well as ongoing wealth management combining advanced planning, investment management, professional coordination, and implementation support. A research-driven approach and regular market/retirement insights underscore a planning-first practice with decades-long client relationships.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ALEJANDRO MURGUIA
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #4773144
- Ownership
- 25% but less than 50%
DEAN TAKAYUKI UMEMOTO
MANAGING PRINCIPAL
- CRD
- #708206
- Ownership
- 10% but less than 25%
Vertex insight
Value atlas insight
- CRD
- #64697
- Ownership
- 45.5%
Showing 2 of 7 owners & executives
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BRIAN MICHAEL BASS
--
- CRD
- #6319726
Claudia Bruce
Associate Financial Planner
- CRD
- #7852288
Prime crest
Wave crest
- CRD
- #32326
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $984,969,837 | $657,962 |
| Non-Discretionary | $8,960,308 | $1,280,044 |
| Total | $993,930,145 | $660,858 |
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Separately Managed Accounts
Total SMA Asset: $993,930,145
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,053,069,622 | 13.2% |
| Equity - Exchange | $606,312,813 | 7.6% |
| Cash | $1,970,516,641 | 24.7% |
| Municipal Bonds | $1,595,560,033 | 20.0% |
| U.S. Government/Agency | $2,752,341,057 | 34.5% |
| Total | $7,977,800,166 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL MOMENTUM | EAGLE MATRIX | CT811BWSN | RDL | 5.62% | $96,769,451 |
| CREST TIMBER | PIONEER SIGNAL | 2AXSGL4TG | XFY | 6.94% | $97,351,797 |
| MOMENTUM PEAK CREST | HORIZON RIDGE | B4XGMXBAH | FCE | 4.13% | $107,006,256 |
| ELEMENT FUSION MERIDIAN | DELTA LEGACY | 2P1G5ROAI | RWY | 8.65% | $115,791,561 |
| CAPITAL CREST | VALUE RIDGE | LIWERUAJF | OBH | 6.48% | $88,176,455 |
| FUSION HARBOR TIMBER | PATHWAY SIGNAL | 377MA2QMH | PUO | 9.50% | $103,834,783 |
| GLACIER MOMENTUM | QUANTUM OPTIMA | G5NL3TEGD | ISZV | 0.61% | $87,250,270 |
| FOUNDATION VITAL RIDGE | CREST DELTA | HFVT1LIRN | ZOHXT | 1.48% | $54,415,949 |