Mclean Asset Management Corp.
McLean Asset Management Corp is an independent, SEC-registered investment adviser based in Tysons, Virginia. The firm was founded in 1984 and provides comprehensive financial planning and investment management services. As of March 2025, McLean Asset Management manages assets for high net worth individuals, other individuals, pension/profit-sharing plans, and charitable organizations. With 26 employees, the firm primarily serves US-based clients seeking tailored financial solutions.
Investment Strategy
McLean Asset Management focuses on holistic financial planning and evidence-based investment management for individuals and families. The firm employs a diversified strategy, primarily investing in equities and ETFs, with a disciplined approach to portfolio construction, risk management, and long-term capital appreciation. Their asset allocation is tailored to clients’ risk tolerance, financial goals, and investment horizons, with a strong emphasis on fiduciary responsibility and personalized client service.
Top Holdings
Equity Positions (168)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVUS | AMERICAN CENTY ETF TR | 10.78% | $52.3M | 478,285 | $99.63 | $108.70 | +$36.8M |
D DFUS | DIMENSIONAL ETF TRUST | 9.94% | $48.3M | 660,178 | $41.13 | $72.44 | +$2.8M |
A AVDE | AMERICAN CENTY ETF TR | 6.25% | $30.3M | 378,681 | $71.34 | $78.90 | +$18.0M |
D DFUV | DIMENSIONAL ETF TRUST | 5.88% | $28.5M | 633,102 | $31.64 | $44.69 | -$448.4K |
A AVEM | AMERICAN CENTY ETF TR | 5.47% | $26.6M | 347,137 | $67.86 | $75.11 | +$17.0M |