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MCCLURG CAPITAL CORPORATION

Advisory

SAN RAFAEL, CA

Data as of Jan 5, 2026 · Source: SEC Form ADV

Rank in CA

#2,872

of 5,480 advisers by AUM

Average account

$829K

across 112 accounts

AUM per adviser

$19M

5 advisers

Source: SEC Form ADV. Figures as filed Jan 5, 2026.

Total AUM

$93M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$93M

Discretionary AUM$93M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients82

Team

Total Employees6

Investment Advisers5

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndSeptember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

82 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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

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