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- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-23-2001
- Office Locations
- 2
Office Locations
About Mcclure Investment Management, LLC
McClure Investment Management is a California-based RIA serving retail and institutional clients with investment planning and portfolio construction. The firm emphasizes direct security selection rather than outsourced mutual fund or separate account managers to reduce overlap, maintain diversification, and actively manage taxable gains and losses. Portfolios commonly incorporate ETFs and U.S. government/agency bonds; custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ROBERT FRANCIS MCCLURE
Chief Compliance Officer, Managing Member, Portfolio Manager
- CRD
- #2083664
- Ownership
- 75% or more
SHEILA KELLY MCCLURE
--
- CRD
- #2083666
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Mark Bindon
--
- CRD
- #8196122
Juliet McClure
--
- CRD
- #8171369
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,133,771 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,133,771 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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