Mcclure Capital Advisors, Inc.

RIASEC Registered
Total AUM
$23.5M
Discretionary
$23.5M
100% of AUM
Avg account
$290K
Accounts
81
Employees
4
Advisory reps
4

Firm details

Headquarters
Frisco, Texas
CRD number
159981
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • Individuals72.78%
  • HNWI27.22%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mcclure Capital Advisors, Inc. is a small, non-independent retail RIA organized as a corporation and owned by an individual. The firm serves primarily individual and family clients, offering portfolio management for individuals and small businesses and the selection of third‑party advisers. It markets itself as a capital allocator and charges fees using a mix of percentage-of-AUM, fixed fees, and other fee arrangements. The adviser is not positioned as an ESG investor, is not registered as a multi-state adviser, and maintains an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Public Funds/Mutual Funds 87%, Cash & Cash Equivalents 7%, Exchange Traded Equities 6%87%
  • Public Funds/Mutual Funds87%
  • Cash & Cash Equivalents7%
  • Exchange Traded Equities6%

Contacts

3 of 4
  • Raymond McClure

    Raymond McClure

    Investment Adviser RepresentativeCRD 7815841

  • Steven Ringo

    Steven Ringo

    Vice PresidentCRD 5691589

  • Logan Wakumoto

    Logan Wakumoto

    ParaplannerCRD 8202036

Unlock 1 more contacts

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

Frisco, TX

Collin

Location

Frisco, TX

Headquartered in Frisco, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
Collin
Address
1 Cowboys Way
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth