MCCLURE CAPITAL ADVISORS, INC.
Firm details
- Headquarters
- FRISCO, Texas
- CRD number
- 159981
- Website
- mcclurecapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Cash & Cash Equivalents7%
- Exchange Traded Equities6%
Contacts
3 of 4Raymond McClure
Investment Adviser RepresentativeCRD 7815841
STEVEN RINGO
Vice PresidentCRD 5691589
Logan Wakumoto
ParaplannerCRD 8202036
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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