Mcclure Investment Management, LLC

RIASEC Registered
Total AUM
$66.1M
Discretionary
$66.1M
100% of AUM
Avg account
$309K
Accounts
214
Employees
3
Advisory reps
4

Firm details

Headquarters
,
CRD number
121205
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI67.32%
  • Individuals30.26%
  • Charitable Organizations2.42%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Mcclure Investment Management, LLC is a small, fixed-income–tilted advisory firm that serves both individual and institutional clients. The firm’s advisory work centers on discretionary portfolio management for individuals and small businesses, along with pension consulting services. Its asset allocation stance favors capital preservation and income generation, with a clear preference for U.S. government bonds and other fixed-income instruments. Fee arrangements include percentage-of-AUM, hourly, and fixed-fee engagements, which supports flexibility for both ongoing portfolio management and project-based pension consulting. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser. Ownership is held at the individual level and the business is structured as an LLC. All reported assets are managed on a discretionary basis, signaling that portfolio decisions are made by the adviser rather than by clients on an ongoing basis.

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: US Government Bonds 42%, Exchange Traded Equities 41%, Cash & Cash Equivalents 10%, Public Funds/Mutual Funds 4%, Investment Grade Corp Bonds 2%, State & Local Bonds 1%42%
  • US Government Bonds42%
  • Exchange Traded Equities41%
  • Cash & Cash Equivalents10%
  • Public Funds/Mutual Funds4%
  • Investment Grade Corp Bonds2%

Contacts

3 of 4
  • Juliet McClure

    Juliet McClure

    AnalystCRD 8171369

  • Sheila Mcclure

    Sheila Mcclure

    ​Retirement Plan SpecialistCRD 2083666

  • Robert Mcclure

    Robert Mcclure

    OwnerCRD 2083664

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth