Mcclurg Capital Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$77,182,340
Clients
80
Advisors
5
of 6 employees
About
McClurg Capital provides investment advisory and portfolio management services to individuals (including high-net-worth clients), trusts, pension and profit-sharing plans, IRAs and rollovers, endowments, and charitable organizations. Services include both discretionary and non-discretionary portfolio management and investment advice across equities, fixed income, ETFs, REITs and other appropriate securities.
The firm documents client objectives and restrictions with a written Investment Policy Questionnaire and constructs portfolios on an account-by-account basis rather than relying on model portfolios or aggregated order blasts. Common strategies include asset-class diversification, bond laddering and tactical cash management, with daily oversight and quarterly performance reporting that includes CPA-ready tax-lot accounting.
McClurg is dually registered as an investment adviser and a FINRA broker-dealer and is also licensed as a California insurance agency, and it requires managed accounts to be executed through its broker-dealer affiliation and cleared at Pershing via an affiliated intermediary; the firm discloses it may receive economic benefits from transaction charges and may, in limited circumstances, effect principal or agency cross transactions under specified conditions. That combination of advisory, broker-dealer and insurance licenses, along with explicit account-level customization instead of model-driven management, is a distinguishing feature relative to many peer team firms.
Client services
Expertise
Occupation focus
Fee options
$50,000 - $250,000: 1.25% $250,001 - $500,000: 0.99% $500,001 - $1,000,000: 0.89% $1,000,001 - $2,000,000: 0.79% $2,000,001 - $4,000,000: 0.69% $4,000,001+: 0.59%
Transaction Charges: $4.95 per agency stock transaction; $25.00 per principal bond transaction; $25.00 per mutual fund transaction; No charges for select exchange traded funds
Account minimum: $250,000
Main office
950 Northgate Drive Suite 301
San Rafael CA 94903
Advisors at this office
5
Most active in
California
Also doing business as
Mcclrug Capital Corporation · Mcclurg Capital Corporation · Smith Bellingham Securities Corporation
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
Advisors at this firm
Kevin K
Series 63
San Rafael, CA
Mcclurg Capital Corporation
Kevin Klauber is a financial advisor with McClurg Capital Corporation in San Rafael, CA. He holds a Series 63 designation and has 41 years of industry experience, including 35 years at McClurg Capital. McClurg Capital provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, IRAs, endowments, and charitable organizations. The firm emphasizes account-level customization through written Investment Policy Questionnaires and manages portfolios using strategies such as asset-class diversification, bond laddering, and tactical cash management.
David M
Series 63
San Rafael, CA
Mcclurg Capital Corporation
David Mcclurg is a financial advisor at Mcclurg Capital Corporation with 52 years of industry experience. He has been with Mcclurg Capital Corporation since 1985. In addition to his advisory role, he serves as successor trustee of the Craft Family Trust. Mcclurg Capital provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, IRAs, endowments, and charitable organizations. The firm offers customized portfolio construction on an account-by-account basis, employing strategies such as asset-class diversification, bond laddering, and tactical cash management.
Timothy B
Series 63, Series 65
San Rafael, CA
Mcclurg Capital Corporation
Timothy Bangert is a financial advisor with McClurg Capital Corporation in San Rafael, CA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with McClurg Capital since 1994. McClurg Capital provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, IRAs, endowments, and charitable organizations. The firm emphasizes account-level customization, employing strategies such as asset-class diversification, bond laddering, and tactical cash management, with daily oversight and quarterly performance reporting.
Jesse D
CFP®, ChFC®, Series 63, Series 65
San Rafael, CA
Mcclurg Capital Corporation
Jesse Dogillo Jr. is a financial advisor at McClurg Capital Corporation with over 42 years of industry experience. He holds the CFP® and ChFC® designations and has been with McClurg Capital since 1996. Outside of his advisory role, he serves as a volunteer National Board Trustee for the National Association of Insurance and Financial Advisors and provides financial counseling to active duty National Guard and reserve service members through a Department of Defense program. McClurg Capital Corporation offers investment advisory and portfolio management services tailored to individuals, trusts, pension plans, endowments, and charitable organizations. The firm emphasizes customized portfolio construction on an account-by-account basis, employing strategies such as asset-class diversification, bond laddering, and tactical cash management.
Richard S
Series 63, Series 65
San Rafael, CA
Mcclurg Capital Corporation
Richard Speed is a financial advisor at McClurg Capital Corporation with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with McClurg Capital since 1998. In addition to his advisory role, he has worked as a history professor at California State University since 1992. McClurg Capital provides investment advisory and portfolio management services to individuals, trusts, pension and profit-sharing plans, IRAs, endowments, and charitable organizations. The firm constructs customized portfolios for each client, emphasizing asset-class diversification, bond laddering, and tactical cash management, with daily oversight and quarterly performance reporting.
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