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Chad Mclane

Centaurus Financial, INC.
18 Years of Experience
Leesburg, VA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Chad Mclane is a registered investment advisor at Centaurus Financial, INC., based in Leesburg, VA, with 18 years of industry experience. Chad is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B in assets under management.

Centaurus Financial, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
441 advisors
Number of Clients
45,336 clients
Average Client Portfolio
$215K average
Assets Under Management
$9.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

540 Fort Evans Road, Ne, Suite #200, Leesburg, VA, 20176

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2024
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Chad sells fixed insurance products and annuities, dedicating minimal time to this activity during securities trading hours. He also serves as a notary public and owns several entities (Advisors Intuition LLC, McLane Agency, and McLane Asset Management LLC) primarily for operational and branding purposes, dedicating minimal time to each.

Employment History
Current Registrations
Centaurus Financial, INC.Broker
January 2023 - Present · 3 yrs 9 mos
Centaurus Financial, INC.
January 2023 - Present · 3 yrs 9 mos
Previous Registrations
USA Financial Securities CorporationBroker
October 2017 - January 2023 · 5 yrs 3 mos
USA Financial Securities Corporation
October 2017 - January 2023 · 5 yrs 3 mos
National Planning Corporation ("npc of America" in Fl & Ny)
November 2016 - October 2017 · 11 mos
National Planning CorporationBroker
September 2009 - October 2017 · 8 yrs 1 mo
Fsc Securities CorporationBroker
February 2009 - September 2009 · 7 mos
Advantage Capital CorporationBroker
June 2008 - February 2009 · 8 mos
State Registrations26 states
ALARCACOFLGAIAIDLAMDMOMSNCNMNVNYOHOKORSCSDTNTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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