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- Custodian
- BNY Mellon ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-1985
- Office Locations
- 4
Office Locations
About Mcclurg Capital Corporation
McClurg Capital Corporation is a San Rafael, CA financial services firm established in 1985, serving individuals preparing for retirement and other long-term goals. Clients can engage through a full-service brokerage on a commission basis or a fiduciary, fee-based RIA. The firm pursues unusual opportunities in undervalued assets, special growth situations, and high-quality fixed-income securities, with custody options including Pershing and BNY Mellon.
Team overview
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Client Personas
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Owner & Executives
DAVID GRANVILLE MCCLURG
Chief Compliance Officer, President
- CRD
- #325690
- Ownership
- Less than 5%
TRACY ANNE MCCLURG
DIRECTOR, Principal
- CRD
- #1427909
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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TIMOTHY JON BANGERT
Financial Advisor
- CRD
- #1560001
CHRISTOPHER DONALD CHARLES
Chief Compliance Officer, President
- CRD
- #709131
Showing 2 of 10 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $92,881,550 | -- |
| Non-Discretionary | $0 | -- |
| Total | $92,881,550 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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