RIA IntelAdvisersCaliforniaMCCLURE INVESTMENT MANAGEMENT, LLC

MCCLURE INVESTMENT MANAGEMENT, LLC

Advisory

CA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Rank in CA
#3,182
of 5,480 advisers by AUM
Average account
$309K
across 214 accounts
AUM per adviser
$33M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 26, 2026.

Total AUM
$66M
1-Year AUM Growth
3-Year CAGR
Employees
3
Assets Under Management
Total AUM$66M
Discretionary AUM$66M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients73
Team
Total Employees3
Investment Advisers2
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

LAGUNA FINANCIAL GROUP, INC.
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$66M
-1.3% 1Y
GLENN MORRIS, INC.
ANDERSON, CA
$66M
PLEXUS FINANCIAL GROUP, INC.
LAKE FOREST, CA
$66M
+0.1% 1Y
FERNANDEZ FINANCIAL ADVISORY, L.L.C.
LOS ALAMITOS, CA
$66M
TRW INVESTMENTS, LLC
LOS ANGELES, CA
$66M
-11.0% 1Y
PI WEALTH MANAGEMENT LLC
SAN RAMON, CA
$66M

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