JAMES G. MCCLELLAN CPA

Overview

James G. Mcclellan Cpa operates as a small, independent registered investment adviser and accountant that combines financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees and hourly consulting rates and also performs selection of other advisers when appropriate. With a client base concentrated in high-net-worth individuals and small institutions, the practice is built around personalized advice and outsourced allocation — the firm identifies and directs capital to outside managers for certain strategies. Investment preferences skew clearly toward equities, with a deliberate use of exchange-traded instruments for core exposure. The firm is not an active ESG investor and is not structured as a multi-state or related adviser. It functions as a capital allocator when engaging third-party managers, particularly for alternatives like commodities.

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Location & Offices