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David Mcclurg

Mcclurg Capital Corporation
52 Years of Experience
San Rafael, CA
1 DisclosureBroker
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David Mcclurg is a registered investment advisor at Mcclurg Capital Corporation, based in San Rafael, CA, with 52 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 82 clients with $93M in assets under management.

Mcclurg Capital Corporation
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
82 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$92.9M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K0.89%
$250K - $500K0.89%
$500K - $1.0M0.39%
$1.0M - $2.0M0.39%
$2.0M - $4.0M0.39%
$4M+0.39%

Schedule reflects the Blended Equities and Bonds (Performance Portfolio) rates. Bond-only portfolios (Income Generator and Tax Freedom portfolios) feature separate lower rates starting at 0.89% and dropping to 0.39% for amounts over $5 million. Management Plus portfolio fees are negotiable.

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

Location

950 Northgate Drive-Suite 301, San Rafael, CA, 94903

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History

Regulatory History (1)
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Regulatory
March 1992
Final
View Full SEC ReportHow to Read Disclosures
Other Business Activities

David is the successor trustee of the Craft Family Trust since August 2022. This requires a few hours per week.

Employment History
Current Registrations
Mcclurg Capital Corporation
July 1997 - Present · 29 yrs 3 mos
Mcclurg Capital CorporationBroker
October 1985 - Present · 41 yrs
Previous Registrations
Gallegos Institutional Investors CorporationBroker
November 1990 - September 1994 · 3 yrs 10 mos
Smith Bellingham International, INC.Broker
January 1985 - January 1986 · 1 yr
Smith Bellingham International, INC.Broker
December 1984 - December 1984 · 0 mos
Dean Witter & CO. IncorporatedBroker
February 1976 - June 1977 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
January 1974 - March 1976 · 2 yrs 2 mos
Birr, Wilson & CO., INC.Broker
January 1974 - December 1984 · 10 yrs 11 mos
State Registrations5 states
AZCAFLORTX
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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