McClure Capital Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
McClure Capital Advisors provides investment management to individuals and to institutional clients such as private pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and business entities. Services described in the brochure include discretionary portfolio management, selection of model portfolios, and ongoing advisory oversight for both retail and institutional accounts.
The firm predominantly implements client portfolios by selecting and monitoring third‑party subadvisors that typically deploy 5–20 ETFs per strategy, and for some clients it directly manages accounts by allocating among ETFs or individual securities under discretionary authority. Strategies are described as generally trading on an approximately monthly cadence, include features intended to satisfy the Rule 3a‑4 safe harbor, and clients retain the ability to impose reasonable restrictions on their accounts.
Noteworthy disclosures in the ADV include an affiliation between the firm’s principal and an insurance agency that markets fixed insurance products, which the brochure identifies as a potential conflict of interest when insurance recommendations are made. The brochure also discloses a historical regulatory matter in which the principal paid an administrative fine and was required to register after providing advisory services without registration, a past disciplinary disclosure the firm has included in its filings.
Client services
Expertise
Fee options
$0 - $250,000: 1.95% annually $250,000.01 - $500,000: 1.86% annually $500,000.01 - $1,000,000: 1.82% annually $1,000,000.01 - $2,000,000: 1.77% annually $2,000,000.01+: 1.73% annually
Account minimum: $250,000
Main office
One Cowboys Way, Suite 570
Frisco TX 75034
Advisors at this office
4
Most active in
Texas
Also doing business as
Dillon Gage Private Wealth Management, Inc. · Gage Private Wealth Management, Inc. · Mcclure Capital Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
Advisors at this firm
Raymond M
Series 65
Frisco, TX
McClure Capital Advisors, Inc.
Raymond Mc Clure is a financial advisor at McClure Capital Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at Austin College and Greenville High School. He is also a licensed insurance agent with McClure Capital, Inc. McClure Capital Advisors provides investment management services to individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm primarily implements portfolios through third-party subadvisors using ETF strategies and offers discretionary management with client-imposed account restrictions.
Logan W
Series 65
Frisco, TX
McClure Capital Advisors, Inc.
Logan Wakumoto is a financial advisor at McClure Capital Advisors, Inc. in Frisco, TX, holding a Series 65 designation with one year of industry experience. Prior to joining McClure Capital Advisors, he worked at State Farm and Automated Testing Solutions. McClure Capital Advisors provides investment management services to individuals and institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm primarily manages portfolios by selecting and monitoring third-party subadvisors using ETF strategies, with discretionary management options available.
Victor M
Series 63, Series 65
Frisco, TX
McClure Capital Advisors, Inc.
Victor McClure is a financial advisor with McClure Capital Advisors, Inc. in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with McClure Capital, Inc. and McClure Capital Advisors, Inc. since 1994. In addition to his advisory role, he is a licensed insurance agent with McClure Capital, Inc. McClure Capital Advisors provides investment management services to individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm primarily manages portfolios by selecting and overseeing third-party subadvisors who typically use ETF-based strategies, while also offering discretionary account management.
Steven R
Series 65
Frisco, TX
McClure Capital Advisors, Inc.
Steven Ringo is a financial advisor at McClure Capital Advisors, Inc. in Frisco, TX, holding a Series 65 designation with two years of industry experience. His prior work includes positions at Broadcom and DeWitt & Dunn, as well as Westridge Equity Partners. He is also a licensed insurance agent whose insurance clients largely overlap with his securities clientele. McClure Capital Advisors provides investment management services to individuals and institutional clients, offering discretionary portfolio management and ongoing advisory oversight. The firm primarily selects and monitors third-party subadvisors who deploy ETF-based strategies, while also managing some accounts directly.
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