RIA Intel›Advisers›Texas›JAMES GILBERT MCCLELLAN

JAMES GILBERT MCCLELLAN

Advisory

SUGAR LAND, TX

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in TX
#1,920
of 2,813 advisers by AUM
Average account
$4M
across 9 accounts

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM
$34M
Discretionary %
100%
Clients
9
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$34M
Discretionary AUM$34M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients9
Team
Total Employees1
Investment Advisers0
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

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RLS & ASSOCIATES INC
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