INDIAN WELLS, CACRD 156978Latest ADV February 17, 2026
Maclean Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Indian Wells, CA. Its latest Form ADV filing, dated February 17, 2026, reports $222M in regulatory assets under management, 3 employees, and 393 accounts.
Assets Under Management
$222M
Employees
3
Offices
--
Total Clients
160
Primary office
INDIAN WELLS, CA
74900 US HIGHWAY 111, STE 224, INDIAN WELLS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 56.3% of total clients.
Top client categories% of clientsClients
1
Individuals
56.3%
90
2
HNWI
41.3%
66
3
Pension Plans
1.9%
3
4
Charitable
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$222Mas of February 17, 2026
Discretionary100.0%
$222M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$222M
Total Accounts393
10Y AUM Change+$87M (+63.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee53:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.