MacLean Capital Advisors, LLC
● SEC registered since 2021CRD 156978SEC# 801-121021Indian Wells, CA
Reg. AUM
$222.1M
Employees
3
Accounts
393
Location
Indian Wells, CA
MacLean Capital Advisors, LLC assets under management
MacLean Capital Advisors, LLC operates as an SEC-registered investment adviser based in Indian Wells, CA. The firm has been registered since 2021. It reports $222.1 million in regulatory assets under management and employs 3 people.
MacLean Capital Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brette Helbig MacLean Control | Chief Compliance Officer And Vice President | 50-75% | 2011 |
| Christian A MacLean Control | Managing Member | 50-75% | 2011 |
Frequently asked questions
How much does MacLean Capital Advisors, LLC manage?
MacLean Capital Advisors, LLC reports $222.1 million in regulatory assets under management on its Form ADV.
How many employees does MacLean Capital Advisors, LLC have?
MacLean Capital Advisors, LLC reports 3 employees.
Where is MacLean Capital Advisors, LLC located?
MacLean Capital Advisors, LLC is based in Indian Wells, CA and has been SEC-registered since 2021.
Does MacLean Capital Advisors, LLC disclose fund performance?
MacLean Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 74900 US Highway 111, Ste 224, Indian Wells, CA 92210 |
| Phone | 760-636-4593 |
| Fax | 760-636-4594 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$222.1M▲ 10%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$222.1Mregulatory AUM
Discretionary $222.1M