This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- VertexSignal
- Established Date
- 04-24-2012
- Office Locations
- 1
Office Locations
About Mcclure Capital Advisors, Inc.
McClure Capital Advisors is a veteran-owned Texas RIA focused on helping North Texas pre-retirees and retirees build retirement income plans. The team provides holistic financial planning, including insurance/annuity analysis, tax and estate/legacy planning, and portfolio construction using mutual funds and ETFs. Principals host the "Common Sense Investing" radio show on KRLD/KLIF/WBAP, extending local reach.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
VICTOR JAMES MCCLURE
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1882939
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Raymond Michiel McClure
Paraplanner
- CRD
- #7815841
STEVEN LEWIS RINGO
Vice President
- CRD
- #5691589
Value alpha
Optima capital ember
- CRD
- #89366
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,459,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,459,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $23,459,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $116,152,981 | 35.3% |
| Cash | $47,711,564 | 14.5% |
| Equity - Exchange | $165,180,726 | 50.2% |
| Total | $329,045,271 | 100.0% |