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ChFC
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Daniel Mcclory

Sutter Capital Partners, LLC
26 Years of Experience
Irvine, CA
3 DisclosuresBroker
View SEC Summary
View SEC Summary

Daniel Mcclory is a ChFC-designated registered investment advisor at Sutter Capital Partners, LLC, based in Irvine, CA, with 26 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.

Sutter Capital Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10.0M - $25.0M0.65%
$25.0M - $100.0M0.50%
$100.0M - $250.0M0.50%
$250M+0.50%

Fees are negotiable based on account size, investment strategy, and services provided.

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

Location

6 Venture, Suite 395, Irvine, CA, 92168

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History

Regulatory History (3)
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
May 2026
Pending
Customer Dispute
October 2025
Pending
Customer Dispute
October 2020
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Daniel is involved in numerous business activities, including holding companies, consulting firms, and investment-related ventures. These activities include Boustead & Company Limited, The Bosphorous Group, Inc., Cadogen & Cie Limited, and others, taking up varying amounts of his time from minimal to about 10% of the time.

Employment History
Current Registrations
Sutter Capital Partners, LLC
January 2026 - Present · 9 mos
Sutter Securities Clearing, LLCBroker
January 2020 - Present · 6 yrs 9 mos
Sutter Securities IncorporatedBroker
November 2019 - Present · 6 yrs 11 mos
Sutter Securities Incorporated
November 2019 - Present · 6 yrs 11 mos
Boustead Securities, LLCBroker
July 2016 - Present · 10 yrs 3 mos
Previous Registrations
Sutter Capital Partners, LLC
May 2021 - December 2025 · 4 yrs 7 mos
Sutter Securities Clearing, LLCBroker
September 2017 - November 2019 · 2 yrs 2 mos
Sutter Capital Partners, LLC
July 2017 - July 2021 · 4 yrs
Bonwick Capital Partners, LLCBroker
January 2016 - August 2016 · 7 mos
Burnham Securities INC.Broker
February 2014 - February 2016 · 2 yrs
Hunter Wise Securities, LLCBroker
June 2004 - January 2014 · 9 yrs 7 mos
Cigna Securities, INC.Broker
November 1989 - April 1991 · 1 yr 5 mos
Cigna Securities, INC.Broker
August 1985 - October 1988 · 3 yrs 2 mos
State Registrations9 states
CACTFLINMINCNYPRTX
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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Daniel Mcclory - Financial Advisor | TrueAdvisor