Maclura Investments

RIASEC Registered
Total AUM
$15.5M
Discretionary
$15.5M
100% of AUM
Avg account
$336K
Accounts
46
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
306621
Custodians
GOLDMAN SACHS CUSTODY SOLUTIONS
Fee structure
Percentage of AUM
Client types
  • Individuals46.27%
  • HNWI40.95%
  • Corporations / Businesses12.78%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Maclura Investments is a small, client-focused advisory firm that concentrates on portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and directs nearly all of its discretionary mandates toward public equities. It does not position itself as an ESG investor, and it is not registered as a multistate adviser. Services and outreach appear oriented to a handful of individual and family clients rather than institutional mandates, which shapes a relatively concentrated, equity-heavy approach. The firm’s structure and activity suggest a straightforward investment playbook: core exposure to exchange-traded equities supplemented by mutual funds, with selective use of private placements for clients who qualify. Given the modest scale of AUM and client count, Maclura Investments appears to run personalized portfolios rather than model-driven, institutional-sized strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Cash & Cash Equivalents 2%98%
  • Exchange Traded Equities98%
  • Cash & Cash Equivalents2%

Contacts

1 of 1
  • Clay Brethour

    Clay Brethour

    Founder and PresidentCRD 2293332

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth