Charles McLean Capital Management

Charles McLean Capital Management provides discretionary and non‑discretionary portfolio management, comprehensive wealth‑management consulting, and related services to individuals, institutional clients, trusts, estates, retirement accounts, and charitable organizations. The firm sponsors wrap‑fee separately managed account programs and also offers standalone planning and consulting engagements; at the time of the most recent ADV filing it reported no assets under management and no active registered advisors.

The firm’s investment approach emphasizes customized portfolios built primarily with individual securities, ETFs, and options for income or defensive purposes, while offering mutual‑fund portfolios selected for top‑decile performance and monitored for replacement or probation. Research is proprietary and supplemented by outside analysts and, when used, vetted AI tools; wealth plans and related services can be delivered on fixed‑fee, hourly, project, or negotiated bases, with ongoing consulting complimentary for wrap‑program participants.

What is unusual for a firm in this registration category is that it both sponsors a wrap fee program and conducts free educational seminars, and it explicitly documents the ability to charge hourly and fixed fees and to select or engage third‑party advisers through an open‑architecture custodian. The brochure also discloses services not typical for small state‑registered firms — including mediation/arbitration and expert‑witness consulting tied to advanced wealth‑management legal credentials — and notes that the firm does not act as a private‑fund adviser.