MCCLURE CAPITAL ADVISORS, INC.

RIASEC Registered
Total AUM
$23.5M
Discretionary
$23.5M
100% of AUM
Avg account
$290K
Accounts
81
Employees
4
Advisory reps
4

Firm details

Headquarters
FRISCO, Texas
CRD number
159981
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • Individuals72.78%
  • HNWI27.22%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mcclure Capital Advisors, Inc. is a small, client-focused RIA that manages discretionary portfolios for individual and family clients and also selects outside advisers when appropriate. The firm’s strategy centers on public fund vehicles—primarily mutual funds—rather than direct equity selection or active trading. It operates as an individual-owned corporation and acts as a capital allocator, outsourcing specialized exposures to third-party managers where needed. Mcclure does not position itself as an ESG investor and is not a multi-state adviser; its client base is concentrated on individuals and families and on smaller business portfolios. The firm lists advisory services that emphasize customized portfolio management for individuals and small businesses and the selection of other advisers to implement segments of client plans. It also has an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 87%, Cash & Cash Equivalents 7%, Exchange Traded Equities 6%87%
  • Public Funds/Mutual Funds87%
  • Cash & Cash Equivalents7%
  • Exchange Traded Equities6%

Contacts

3 of 4
  • Raymond McClure

    Investment Adviser RepresentativeCRD 7815841

  • STEVEN RINGO

    Vice PresidentCRD 5691589

  • Logan Wakumoto

    ParaplannerCRD 8202036

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FRISCO, TX

COLLIN

Location

FRISCO, TX

Headquartered in FRISCO, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
COLLIN
Address
1 Cowboys Way
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth