Mcclurg Capital Corporation
Firm details
- Headquarters
- San Rafael, California
- CRD number
- 16798
- Registered since
- September 23, 1985
- Website
- www.mcclurgcapital.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Commissions
- Client types
- Individuals69.39%
- Charitable Organizations15.25%
- HNWI13.7%
- Corporations / Businesses1.65%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Mcclurg Capital Corporation is an independent broker-dealer that also operates as an insurance broker and provides advisory services. The firm has been SEC-registered since 1985 and is structured as a corporation with domestic and individual ownership. Its client mix includes individuals and families as well as institutional accounts. Mcclurg functions as a capital allocator and offers financial planning, portfolio management for individuals and small businesses, and manager selection services. Its fee model is hybrid: percentage-of-AUM, hourly fees, and commission-based compensation. The firm does not identify as an active ESG investor.
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
- Exchange Traded Equities75%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents8%
- Non-Investment Grade Corp Bonds3%
- US Government Bonds2%
Contacts
3 of 10Richard Speed
Financial AdvisorCRD 2230289
Dennis Steinkamp
Investment Advisor RepresentativeCRD 1356304
Christopher Charles
PresidentCRD 709131
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Rafael, CA
Marin
Location
San Rafael, CA
Headquartered in San Rafael, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Marin
- Address
- 950 Northgate Dr
- Time zone
- PT (UTC-8)
- Office locations
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