Mcclure Investment Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 121205
- Website
- mcclureinvest.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.32%
- Individuals30.26%
- Charitable Organizations2.42%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Mcclure Investment Management, LLC is a small, fixed-income–tilted advisory firm that serves both individual and institutional clients. The firm’s advisory work centers on discretionary portfolio management for individuals and small businesses, along with pension consulting services. Its asset allocation stance favors capital preservation and income generation, with a clear preference for U.S. government bonds and other fixed-income instruments. Fee arrangements include percentage-of-AUM, hourly, and fixed-fee engagements, which supports flexibility for both ongoing portfolio management and project-based pension consulting. The firm does not identify as an active ESG investor and is not positioned as a multi-state adviser. Ownership is held at the individual level and the business is structured as an LLC. All reported assets are managed on a discretionary basis, signaling that portfolio decisions are made by the adviser rather than by clients on an ongoing basis.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds42%
- Exchange Traded Equities41%
- Cash & Cash Equivalents10%
- Public Funds/Mutual Funds4%
- Investment Grade Corp Bonds2%
Contacts
3 of 4Juliet McClure
AnalystCRD 8171369

Sheila Mcclure
Retirement Plan SpecialistCRD 2083666

Robert Mcclure
OwnerCRD 2083664
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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