A complete list of active advisors currently associated with McLean Capital Management
Warmer can help you find a great advisor at McLean Capital Management or one who fits your needs even better.
McLean Capital Management provides subscription equity research and model-portfolio recommendations to subscribers — including other registered advisers — and offers discretionary portfolio management to a limited number of clients such as individuals, trusts, and retirement plan participants. The firm’s subscription research is impersonal and intended for subscribers to implement on their own, while discretionary accounts are invested in model portfolios organized by market capitalization and strategy (long-only or hedge). The firm follows a bottom-up, fundamentally driven investment approach that emphasizes free cash flow, economic profit, and intrinsic value derived from public SEC filings as primary valuation inputs. It monitors and rebalances client accounts on an ongoing basis and discloses additional material risks, including political and artificial intelligence–related risks; the firm also uses AI tools for certain operational functions (for example, meeting transcription) with an opt-out option for clients. Noteworthy features include a subscription-based revenue model for research — a comparatively uncommon practice among peers — and a small operational scale, managing roughly $2.8 million in discretionary assets for a handful of clients. The firm also conducts affiliated business activities (a separate equity research subscription business and involvement with a private investment partnership), discloses those relationships and related conflicts, and routinely recommends a single custodian that provides institutional services and other economic benefits.
To learn more about the advisors currently working at McLean Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sarasota, FL
| 23
|
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