McClure Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$64,533,497
Clients
72
Advisors
3
of 3 employees
About
McClure Investment Management, LLC provides discretionary portfolio management, advisory consulting, and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm reports serving primarily individual clients (including high-net-worth clients) and offers ERISA-focused pension consulting services that can include acting as a §3(38) investment manager and selecting qualified default investment alternatives.
The firm describes a tailored investment process that draws on fundamental and cyclical analysis, modern portfolio theory, model portfolios, ongoing monitoring, and periodic rebalancing, and it may use short-term trading when deemed suitable. The brochure also notes exposure to investments that use leverage and directs custody and execution to Fidelity and Interactive Brokers — custodians that provide margin capabilities — indicating the firm may permit strategies involving borrowing in managed accounts.
Compared with many supported firms, McClure is a small, closely held adviser with two listed advisors managing roughly $66 million for about 72 clients, which the brochure suggests allows for individualized account oversight and household aggregation of accounts. The firm’s combination of discretionary pension 3(38) services for plans, routine use of institutional custodians, and the potential to utilize borrowing or leveraged investments in client accounts is a distinguishing mix among peers of similar size.
Client services
Expertise
Fee options
Fixed fees range from $1,500 to $10,000
$0 - $749,999: 1.00% $750,001 - $800,000: 0.95% $800,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.85% $3,000,001 - $4,000,000: 0.80% $4,000,001 - $5,000,000: 0.75% $5,000,001 - $7,000,000: 0.70% $7,000,001+: 0.65%
$200 per hour
Account minimum: $250,000 Fee-only: Hourly fee of $200 per hour; Fixed fee ranges from $1,500 to $10,000, fees are negotiable.
Main office
Glendora CA
Advisors at this office
3
Most active in
California · Texas
Also doing business as
Live Oak Investment Management, LLC · Mcclure Investment Management, 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
Quick links
Advisors at this firm
Robert M
Series 63, Series 66
Glendora, CA
McClure Investment Management, LLC
Robert McClure is the principal of McClure Investment Management, LLC in Glendora, CA, holding Series 63 and Series 66 licenses with 24 years of industry experience. He has led McClure Investment Management since 2001. McClure Investment Management provides personalized discretionary portfolio management, investment consulting, and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $64 million in discretionary assets and employs a combination of fundamental and cyclical analysis along with modern portfolio theory, offering services such as ERISA-focused pension consulting not commonly found in single-advisor firms.
Mark B
Glendora, CA
McClure Investment Management, LLC
Mark Bindon is an advisor at McClure Investment Management, LLC with one year of industry experience. His prior work includes roles at ESS Technology, Inc., Bloom Energy, Turntide Technologies, and Liquid Robitics. McClure Investment Management provides discretionary portfolio management, advisory consulting, and pension consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm serves primarily individual clients, including high-net-worth individuals, using a tailored investment process that incorporates fundamental and cyclical analysis, modern portfolio theory, and model portfolios, with the potential for short-term trading and use of leverage.
Juliet M
Series 65
Glendora, CA
McClure Investment Management, LLC
Juliet Mc Clure is a financial advisor at McClure Investment Management, LLC with a Series 65 designation and one year of industry experience. Prior to founding her firm, she held roles at companies including GUESS, Inc and Alo Yoga. McClure Investment Management provides personalized discretionary portfolio management, investment consulting, and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $64 million in discretionary client assets and employs a combination of fundamental and cyclical analysis alongside modern portfolio theory, offering services such as ERISA-focused pension consulting and regular portfolio reviews.
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