Hedge Fund Database

MCLEAN ASSET MANAGEMENT CORP.

MCLEAN ASSET MANAGEMENT CORPORATION Legal Name

Adviser information for MCLEAN ASSET MANAGEMENT CORP. last updated from Form ADV on February 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Virginia, United States

Employees

Total Number of Employees 26
Investment Advisory/Research 17
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 17
Licensed Agents of an Insurance Company 6
No. of Firms/People that Solicit Clients 2

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,349 $737.9M
Non-Discretionary 31 $11.5M
Total 1,380 $749.4M

Clients

Type Number RAUM
Individuals 235 $69.2M
HNW Individuals 244 $608.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 19 $68.3M
Charitable organizations <5 $3.7M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $22,699
Other 0 $0
Type Number
No. of Non-RAUM Clients 2
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 523

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-55363
SEC ERA File Number 801-55363
SEC CIK Numbers 1833140
SEC CRD Numbers 108067
Legal Entity Identifier None

Principal Office

1900 GALLOWS ROAD
SUITE 350
TYSONS
VA
United States
Monday - Friday, 9 A.M. TO 5 P.M.
Tel: 703-827-0636, Fax: 703-556-8628

Websites

www.linkedin.com/company/mclean-asset-management-corporation twitter.com/mcleanassetmgmt www.facebook.com/mclean-asset-management-corporation-580655825343380/; www.mcleanam.com/

Chief Compliance Officer

PAULA FRIEDMAN
MANAGING PRINCIPAL
1900 GALLOWS ROAD
SUITE 350
TYSONS
VA
United States
Tel: 703-827-0636
Fax: 703-556-8628
(Full email address available in API data)

Industry Affiliates

MCLEAN INSURANCE SOLUTIONS, LLC Insurance company or agency
RETIREMENT RESEARCHER, LLC Other investment adviser, including financial planners

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
UMEMOTO, DEAN, TAKAYUKI Individual – MANAGING PRINCIPAL 09/1984 10-25%
MURGUIA, ALEJANDRO Individual – MANAGING PRINCIPAL 11/2014 25-50%
UMEMOTO, KAREN, CHIKA Individual – SHAREHOLDER 02/2010 10-25%
FRIEDMAN, PAULA, BONNIE Individual – MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER 01/2017 < 5%
PFAU, WADE, DONALD Individual – PRINCIPAL 03/2020 < 5%
WUNDER, JESSICA, NOELLE Individual – PRINCIPAL 03/2020 < 5%
THE ROBERT T. FRENCH REVOCABLE TRUST OF 2016 Domestic Entity – SHAREHOLDER 04/2020 5-10%
FRENCH, ROBERT, TIMOTHY Individual THE ROBERT T. FRENCH REVOCABLE TRUST OF 2016 TRUSTEE 03/2016
French, Virginia, Ting-Shu Individual THE ROBERT T. FRENCH REVOCABLE TRUST OF 2016 TRUSTEE 03/2016

No. Employees, Historic

30150201920202021202220232024202524 on 4/4/201924 on 4/4/201924 on 4/26/201924 on 5/6/201924 on 7/1/201924 on 9/23/201925 on 10/15/201925 on 12/5/201925 on 3/16/202025 on 4/6/202025 on 5/12/202025 on 6/26/202025 on 6/30/202025 on 7/8/202025 on 7/28/202025 on 7/29/202025 on 7/29/202025 on 7/29/202025 on 7/29/202025 on 12/18/202025 on 1/7/202125 on 1/15/202125 on 3/2/202126 on 3/15/202126 on 3/16/202126 on 6/4/202126 on 7/19/202126 on 8/11/202126 on 1/28/202229 on 3/9/202229 on 5/2/202229 on 6/2/202229 on 8/9/202229 on 9/8/202226 on 3/7/202326 on 3/7/202326 on 5/15/202326 on 2/29/2024

RAUM, Historic

1B500M02019202020212022202320242025743675192 on 4/4/2019743675192 on 4/4/2019743675192 on 4/26/2019743675192 on 5/6/2019743675192 on 7/1/2019743675192 on 9/23/2019743675192 on 10/15/2019743675192 on 12/5/2019845427179 on 3/16/2020845427179 on 4/6/2020845427179 on 5/12/2020845427179 on 6/26/2020845427179 on 6/30/2020845427179 on 7/8/2020845427179 on 7/28/2020845427179 on 7/29/2020845427179 on 7/29/2020845427179 on 7/29/2020845427179 on 7/29/2020845427179 on 12/18/2020845427179 on 1/7/2021845427179 on 1/15/2021845427179 on 3/2/2021844361971 on 3/15/2021844361971 on 3/16/2021844361971 on 6/4/2021844361971 on 7/19/2021844361971 on 8/11/2021844361971 on 1/28/2022990867575 on 3/9/2022990867575 on 5/2/2022990867575 on 6/2/2022990867575 on 8/9/2022990867575 on 9/8/2022883990338 on 3/7/2023883990338 on 3/7/2023883990338 on 5/15/2023749379462 on 2/29/2024

No. Clients, Historic

80040002019202020212022202320242025695 on 4/4/2019695 on 4/4/2019695 on 4/26/2019695 on 5/6/2019695 on 7/1/2019695 on 9/23/2019695 on 10/15/2019695 on 12/5/2019706 on 3/16/2020706 on 4/6/2020706 on 5/12/2020706 on 6/26/2020706 on 6/30/2020706 on 7/8/2020706 on 7/28/2020706 on 7/29/2020706 on 7/29/2020706 on 7/29/2020706 on 7/29/2020706 on 12/18/2020706 on 1/7/2021706 on 1/15/2021706 on 3/2/2021730 on 3/15/2021730 on 3/16/2021730 on 6/4/2021730 on 7/19/2021730 on 8/11/2021730 on 1/28/2022759 on 3/9/2022759 on 5/2/2022759 on 6/2/2022759 on 8/9/2022759 on 9/8/2022732 on 3/7/2023732 on 3/7/2023732 on 5/15/2023504 on 2/29/2024

Holdings

From latest 13F, filed July 11th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 490K 3K 0
ADOBE INC COM 238K 422 0
ADVANCED MICRO DEVICES INC COM 252K 1K 0
ALPHABET INC CAP STK CL C 1M 5K 0
ALPHABET INC CAP STK CL A 2M 8K 0
AMAZON COM INC COM 2M 10K 0
AMERICAN CENTY ETF TR US SML CP VALU 2M 21K 0
AMERICAN CENTY ETF TR US EQT ETF 9M 99K 0
AMERICAN CENTY ETF TR INTL EQT ETF 6M 87K 0
AMERICAN CENTY ETF TR INTL SMCP VLU 2M 30K 0
AMERICAN CENTY ETF TR AVANTIS EMGMKT 6M 88K 0
AMERICAN EXPRESS CO COM 598K 3K 0
AMERIPRISE FINL INC COM 540K 1K 0
AMGEN INC COM 292K 908 0
ANALOG DEVICES INC COM 242K 1K 0
AON PLC SHS CL A 227K 769 0
APPLE INC COM 12M 52K 0
APPLIED MATLS INC COM 241K 944 0
ASML HOLDING N V N Y REGISTRY SHS 580K 528 0
ASTRAZENECA PLC SPONSORED ADR 509K 7K 0
AUTOZONE INC COM 233K 82 0
BANK AMERICA CORP COM 1M 29K 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 3K 0
BERKSHIRE HATHAWAY INC DEL CL A 623K 1 0
BLACKROCK INC COM 203K 250 0
BOOKING HOLDINGS INC COM 303K 76 0
BRISTOL-MYERS SQUIBB CO COM 261K 6K 0
BROADCOM INC COM 482K 276 0
CATERPILLAR INC COM 237K 723 0
CENCORA INC COM 287K 1K 0
CHEVRON CORP NEW COM 302K 2K 0
CHUBB LIMITED COM 258K 1K 0
CISCO SYS INC COM 249K 5K 0
COCA COLA CO COM 222K 4K 0
COMCAST CORP NEW CL A 347K 9K 0
CONSTELLATION BRANDS INC CL A 251K 992 0
COSTCO WHSL CORP NEW COM 808K 914 0
CSX CORP COM 410K 12K 0
DANAHER CORPORATION COM 208K 858 0
DIMENSIONAL ETF TRUST US EQUITY ETF 42M 687K 0
DIMENSIONAL ETF TRUST US CORE EQUITY 2 9M 282K 0
DIMENSIONAL ETF TRUST US SMALL CAP ETF 17M 286K 0
DIMENSIONAL ETF TRUST US TARGETED VLU 13M 255K 0
DIMENSIONAL ETF TRUST INTERNATNAL VAL 15M 417K 0
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 28M 721K 0
DISCOVER FINL SVCS COM 232K 2K 0
DISNEY WALT CO COM 304K 3K 0
DUKE ENERGY CORP NEW COM NEW 307K 3K 0
EATON CORP PLC SHS 236K 721 0
ELEVANCE HEALTH INC COM 826K 2K 0
ELI LILLY & CO COM 1M 1K 0
EMCOR GROUP INC COM 253K 680 0
EXXON MOBIL CORP COM 625K 6K 0
FAIR ISAAC CORP COM 319K 208 0
FIRST SOLAR INC COM 3M 14K 0
GOLDMAN SACHS GROUP INC COM 360K 751 0
HOME DEPOT INC COM 905K 3K 0
HONEYWELL INTL INC COM 381K 2K 0
INTUIT COM 307K 486 0
INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 869K 19K 0
INVESCO QQQ TR UNIT SER 1 629K 1K 0
ISHARES INC MSCI EQUAL WEITE 807K 9K 0
ISHARES TR SHRT NAT MUN ETF 290K 3K 0
ISHARES TR EAFE SML CP ETF 1M 21K 0
ISHARES TR EAFE VALUE ETF 9M 162K 0
ISHARES TR CORE DIV GRWTH 1M 23K 0
ISHARES TR GLOBAL REIT ETF 512K 22K 0
ISHARES TR CORE S&P MCP ETF 248K 4K 0
ISHARES TR CORE S&P500 ETF 813K 1K 0
ISHARES TR RUSSELL 2000 ETF 10M 51K 0
ISHARES TR RUS 2000 VAL ETF 4M 29K 0
ISHARES TR MSCI EAFE ETF 3M 42K 0
ISHARES TR CORE US AGGBD ET 2M 25K 0
ISHARES TR 3YRTB ETF 1M 21K 0
ISHARES TR IBONDS 24 TRM HG 296K 13K 0
JOHNSON & JOHNSON COM 471K 3K 0
JONES LANG LASALLE INC COM 572K 3K 0
JPMORGAN CHASE & CO. COM 1M 6K 0
KLA CORP COM NEW 684K 766 0
LAM RESEARCH CORP COM 548K 486 0
LOCKHEED MARTIN CORP COM 205K 445 0
LOWES COS INC COM 214K 970 0
MANHATTAN ASSOCIATES INC COM 702K 3K 0
MARSH & MCLENNAN COS INC COM 209K 972 0
MASTERCARD INCORPORATED CL A 718K 2K 0
MAXIMUS INC COM 220K 3K 0
MCDONALDS CORP COM 397K 2K 0
MCKESSON CORP COM 276K 470 0
MERCK & CO INC COM 472K 4K 0
META PLATFORMS INC CL A 715K 1K 0
MICROSOFT CORP COM 6M 13K 0
MOODYS CORP COM 316K 722 0
MORGAN STANLEY COM NEW 294K 3K 0
MOTOROLA SOLUTIONS INC COM NEW 255K 653 0
NETFLIX INC COM 270K 399 0
NEXTERA ENERGY INC COM 208K 3K 0
NORFOLK SOUTHN CORP COM 297K 1K 0
NORTHROP GRUMMAN CORP COM 262K 615 0
NOVA LTD COM 364K 2K 0
NOVO-NORDISK A S ADR 284K 2K 0
NVIDIA CORPORATION COM 3M 19K 0
ORACLE CORP COM 764K 5K 0
OREILLY AUTOMOTIVE INC COM 432K 421 0
PFIZER INC COM 255K 9K 0
PHILIP MORRIS INTL INC COM 312K 3K 0
PROCTER AND GAMBLE CO COM 404K 2K 0
QUALCOMM INC COM 201K 964 0
REGENERON PHARMACEUTICALS COM 282K 263 0
ROPER TECHNOLOGIES INC COM 378K 684 0
RTX CORPORATION COM 226K 2K 0
SALESFORCE INC COM 241K 953 0
SCHWAB STRATEGIC TR INTL SCEQT ETF 827K 23K 0
SCHWAB STRATEGIC TR SHT TM US TRES 2M 32K 0
SCHWAB STRATEGIC TR US TIPS ETF 3M 65K 0
SOUTHERN CO COM 616K 8K 0
SPDR S&P 500 ETF TR TR UNIT 11M 20K 0
SPDR SER TR BLOOMBERG HIGH Y 307K 3K 0
STRYKER CORPORATION COM 290K 860 0
TESLA INC COM 279K 1K 0
TEXAS INSTRS INC COM 405K 2K 0
THERMO FISHER SCIENTIFIC INC COM 330K 615 0
TJX COS INC NEW COM 310K 3K 0
TOYOTA MOTOR CORP ADS 308K 1K 0
TRAVELERS COMPANIES INC COM 204K 985 0
TYLER TECHNOLOGIES INC COM 250K 489 0
UNION PAC CORP COM 449K 2K 0
UNITEDHEALTH GROUP INC COM 1M 2K 0
VANGUARD BD INDEX FDS TOTAL BND MRKT 528K 7K 0
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 4M 76K 0
VANGUARD INDEX FDS S&P 500 ETF SHS 715K 1K 0
VANGUARD INDEX FDS TOTAL STK MKT 4M 15K 0
VANGUARD INDEX FDS MID CAP ETF 231K 949 0
VANGUARD INDEX FDS SM CP VAL ETF 657K 4K 0
VANGUARD INDEX FDS REAL ESTATE ETF 692K 8K 0
VANGUARD INDEX FDS VALUE ETF 6M 36K 0
VANGUARD INDEX FDS SMALL CP ETF 2M 9K 0
VANGUARD INDEX FDS GROWTH ETF 841K 2K 0
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 374K 8K 0
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 2M 13K 0
VANGUARD MALVERN FDS STRM INFPROIDX 270K 6K 0
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 245K 968 0
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 2M 23K 0
VANGUARD SCOTTSDALE FDS VNG RUS2000VAL 598K 4K 0
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 339K 6K 0
VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 8M 131K 0
VANGUARD SPECIALIZED FUNDS DIV APP ETF 506K 3K 0
VANGUARD STAR FDS VG TL INTL STK F 372K 6K 0
VANGUARD WORLD FD ESG US STK ETF 374K 4K 0
VANGUARD WORLD FD ESG INTL STK ETF 311K 5K 0
VERIZON COMMUNICATIONS INC COM 328K 8K 0
VISA INC COM CL A 954K 4K 0
WALMART INC COM 550K 8K 0
WISDOMTREE TR INTL SMCAP DIV 2M 32K 0
WISDOMTREE TR INTL EQUITY FD 889K 16K 0
WISDOMTREE TR EM EX ST-OWNED 203K 6K 0