David Granville Mcclurg

Mcclurg Capital Corporation

51 Years of Experience

1 DisclosureBroker

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

Mcclurg Capital Corporation

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

82 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$83.3M

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.25%
$250K - $500K	0.99%
$500K - $1.0M	0.89%
$1.0M - $2.0M	0.79%
$2.0M - $4.0M	0.69%
$4M+	0.59%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

950 Northgate Drive-Suite 301, San Rafael, CA, 94903

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History

Regulatory History (1)

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Regulatory

March 1992

Final

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Other Business Activities

David is the successor trustee of the Craft Family Trust since August 2022. This requires a few hours per week.

Employment History

Current Registrations

Mcclurg Capital Corporation

July 1997 - Present · 28 yrs 7 mos

Mcclurg Capital CorporationBroker

October 1985 - Present · 40 yrs 4 mos

Previous Registrations

Gallegos Institutional Investors CorporationBroker

November 1990 - September 1994 · 3 yrs 10 mos

Smith Bellingham International, INC.Broker

January 1985 - January 1986 · 1 yr

Smith Bellingham International, INC.Broker

December 1984 - December 1984 · 0 mos

Dean Witter & CO. IncorporatedBroker

February 1976 - June 1977 · 1 yr 4 mos

Merrill Lynch, Pierce, Fenner & Smith, INC.Broker

January 1974 - March 1976 · 2 yrs 2 mos

Birr, Wilson & CO., INC.Broker

January 1974 - December 1984 · 10 yrs 11 mos

State Registrations5 states

AZCAFLORTX

AdvisorBrokerBoth

Exams

No exam information available for this advisor.