CRD: 139060
Mclean Capital Management
Sarasota, FL
9413717600
$2.8M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
2 Employees
5 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Folio Investments ยท Goldman Sachs
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-12-2008
- Office Locations
- 1
Office Locations
-- Sarasota FL
About Mclean Capital Management
Mclean Capital Management is a Sarasota-based RIA. The firm has been operating for 18 years. Managing $2.8M in total assets under management, with 1 advisory representatives. They custody assets with Folio Investments and Goldman Sachs. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
-- AVG AGE
$2.8M AVG AUM / ADVISOR
$563.9K AVG AUM / CLIENT
18.4 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Full visibility includes strategy notes for oak pathway.
Premium access reveals conviction themes in momentum ridge vector.
Request access to benchmark trends tied to atlas frontier.
Unlock to see real insight on optima oak.
Unlock to compare peer behavior around oak pioneer.
Request access to benchmark trends tied to prime peak.
Full visibility includes strategy notes for delta meridian.
Unlock to compare peer behavior around crest vector.
Asset Classes
Prime
Investment Vehicles
Ridge Momentum glacier
Services
Crest Bridge delta Harbor
Owner & Executives
W
WILLIAM RICHARD MCLEAN
Associate Software Engineer, Chief Compliance Officer, Managing Member
- CRD
- #801753
- Ownership
- 75% or more
(523) 908-4924
wave.momentum@vertexcapital.com
in linkedin.com/in/oak-fusion
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,819,622 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,819,622 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,819,622
Equity - Exchange:
35.0% Cash:
49.9% Public Funds:
15.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $304,825,265 | 35.0% |
| Cash | $434,593,735 | 49.9% |
| Public Funds | $131,510,329 | 15.1% |
| Total | $870,929,329 | 100.0% |