Mcclurg Capital Corporation

Overview

Mcclurg Capital Corporation is a California-registered, corporate independent broker‑dealer that combines brokerage and insurance brokerage services with advisory work for individuals, families and some institutional clients. The firm performs financial planning, portfolio management for individuals and small businesses, and selection of other advisers, and it describes itself as a capital allocator that uses a mix of fee structures (percentage of AUM, hourly charges) and commission-based arrangements. Mcclurg notes it is not an active ESG investor and it operates mainly within California.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices