Athena Chang
Financial advisor at McLean Asset Management Corp. · Tysons, VA
Last updated 2026-10-10
Claim your profileAthena Chang is a financial advisor at McLean Asset Management Corp. in Tysons, VA, CRD 4792507. Licenses and exams on the registration: Series 65. IAPD registration began 2004-04-29.
Registration
- CRD number
- 4792507
- Registration status
- Active
- IAPD registration
- 2004-04-29
- Industry Experience
- 22 years
- Work Experience
- 25 years
- States registered
- TX, VA
Licenses and exams
- Series 65
Designations
- CFP®
Work history
- 2001-07 to Present · McLean Asset Management Corp. · Mclean, VA
- 2001-07 to Present · McLean Asset Managemen Corp. · Mclean, VA
Current employment
- McLean Asset Management Corp. · Tysons, VA
McLean Asset Management Corp.
- Regulatory AUM
- $993,930,145
- Registered advisors
- 16
- Offices
- 11
- Clients per advisor
- 32.0 (Low)
- Average AUM per client
- $1.9M (Low)
- High-net-worth client ratio
- 50.4% (High)
McLean Asset Management Corp.: advisors, services and reported ETF investments
About
Athena Chang is a CFP® financial advisor at McLean Asset Management Corp. in Tysons, VA. Reported securities licenses include Series 65. The latest record indicates 22 years of industry experience and 25 years of reported work history. Reported roles include McLean Asset Managemen Corp..
McLean Asset Management Corp.'s firm-level Form ADV reports 16 advisors across 11 offices; approximately 32.0 clients per advisor, average assets per client of $1,941,270, and regulatory AUM of $993.9M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $641.5M across 69 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Athena Chang personally.
Reported ETF positions
McLean Asset Management reports 69 ETF positions worth $641.5M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| AVUS — Avantis U.S. Equity ETF | $95.8M |
| AVDE — Avantis International Equity ETF | $53.4M |
| DFUS — Dimensional U.S. Equity Market ETF | $50.7M |
| VGSH — Vanguard Short-Term Treasury ETF | $44.6M |
| AVEM — Avantis Emerging Markets Equity ETF | $43.8M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
McLean Asset Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $1.5M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $1.5M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $19.3M | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | EMXC — iShares MSCI Emerging Markets ex China ETF | $357.2K | Top 90.3% | Replicability (R²) 82.0% · Residual Sharpe 0.06 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by McLean Asset Management Corp. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
Location
1900 Gallows Road, Tysons, VA 22182
16 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 703-827-0636
- Website: mcleanam.com
Official record
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