Privacy Policy

Charles McLean Capital Management, LLC
Effective Date: February 1, 2026

Charles McLean Capital Management, LLC (“we,” “us,” or “our”) is committed to protecting the privacy and confidentiality of our clients’ and website visitors’ personal information. This Privacy Policy explains how we collect, use, protect, and disclose information when you visit our website or engage with our services.

(1)Information We Collect

A. Information You Provide to Us

We may collect personal information you voluntarily submit through our website, email, phone, scheduling tools, or other communications, including, for example:

  • Name

  • Email address

  • Phone number

  • Mailing address

  • State of residence

  • Information you provide in a message or inquiry form

If you become a client, we may collect additional information necessary to provide advisory services, such as:

  • Financial information (assets, income, liabilities)

  • Investment objectives and risk tolerance

  • Tax-related information (as needed for coordination)

  • Account information and related records

B. Information Collected Automatically

When you visit our website, certain information may be collected automatically through cookies or analytics tools, including:

  • IP address

  • Browser type and device information

  • Pages visited and time spent on our site

  • Referring website or source

This information is used to help improve the website and user experience.

(2) How We Use Information

We use the information we collect to:

  • Respond to inquiries and requests

  • Provide access to requested resources (such as downloads or checklists)

  • Schedule consultations

  • Provide investment advisory services (for clients)

  • Improve our website, communications, and service offerings

  • Maintain security, prevent fraud, and comply with legal obligations

(3) We Do Not Sell or Share Client Information

(4) Limited Disclosures (When Information May Be Shared)

(5) How We Protect Your Information

(6) Cookies and Analytics

(7) External Links

(8) Children’s Privacy

(9) Changes to This Privacy Policy

(10) Contact Us

We do not sell, rent, or trade your personal information.

We do not share client information with unaffiliated third parties for marketing purposes.

We may disclose personal information only under limited circumstances, including:

A. Service Providers

We may share information with trusted third-party service providers who assist us in operating our business and delivering services, such as:

  • website hosting providers

  • scheduling tools

  • CRM and secure document systems

  • compliance or recordkeeping services

These providers must maintain confidentiality and use the information solely for authorized purposes.

B. Legal and Regulatory Requirements

We may disclose information as required or permitted by law, including to comply with:

  • subpoenas, court orders, or legal process

  • regulatory requests or examinations

  • applicable federal or state laws and regulations

C. Protection of Rights and Security

We may disclose information when necessary to protect our rights, property, and security, or to protect clients and others from fraud or unauthorized activity.

We maintain physical, electronic, and procedural safeguards designed to protect personal information. These safeguards may include:

  • secure systems and access controls

  • encryption and secure communications when available

  • limiting access to information to authorized personnel

While we take reasonable steps to protect information, no system can be guaranteed 100% secure.

Our website may use cookies and similar technologies to enhance user experience and measure site performance.

You may disable cookies through your browser settings. Please note that some website features may not function properly if cookies are disabled.

Our website may include links to third-party websites. We are not responsible for the privacy practices, content, or security of those external sites. We encourage you to review their privacy policies when visiting them.

Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised effective date.

If you have questions about this Privacy Policy or our privacy practices, please contact:

Charles McLean Capital Management, LLC
Email: info@charlesmcleancapital.com
Phone: (972) 890-9696
Mailing Address: 7300 Highway 121, STE 300 - #4002, McKinney, TX 75072