Maclura Investments
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Maclura provides discretionary portfolio management to individuals, families, businesses, and retirement plans, offering ongoing implementation, monitoring, and reporting of wealth-building and wealth-preservation strategies. The firm manages portfolios primarily in exchange-traded funds, mutual funds, and individual securities, and charges asset-based fees for its investment management services.
Portfolios are custom-built after an assessment of each client’s investment cycle, financial goals, time horizon, cash flow needs, and risk tolerance, and the firm typically exercises discretionary authority to implement and rebalance allocations. Investment decisions draw on fundamental analysis for individual securities and consider sector and market-cap positioning, with an expressed emphasis on tax efficiency and regular account reviews.
The firm’s client mix explicitly includes business clients and plan sponsors, a service set that a relatively small share of independent advisers report offering, alongside its individual and family work. The firm operates with formal fiduciary and compliance policies (including proxy-voting procedures and professional liability coverage for Kansas clients) and is led by a principal with extended experience in equity research and portfolio management.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.95% $1,000,000 - $3,000,000: 0.75% $3,000,000+: 0.50% $0 - $5,000,000: 0.70% $5,000,000+: 0.50%
Account minimum: $100,000
Main office
Lenexa KS
Advisors at this office
1
Most active in
Kansas · Missouri
Also doing business as
Maclura Investments · Maclura Investments, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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