A complete list of active advisors currently associated with McClure Capital Advisors, Inc.

Warmer can help you find a great advisor at McClure Capital Advisors, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at McClure Capital Advisors, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.