Advisor at McClure Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Maxwelton, WV
Credentials
Series 65
Industry experience
< 1 year
Evan Mc Clure is the managing member of McClure Private Wealth, LLC and holds a Series 65 designation. He has one year of industry experience, including prior roles at PwC and Education Consulting Team, LLC. He is also employed by West Virginia University, where he participates in research for their student-managed investment fund. McClure Private Wealth, LLC provides customized financial planning and portfolio management services to individuals, high-net-worth clients, non-profit organizations, and businesses. The firm uses a combination of fundamental, technical, quantitative, qualitative, and cyclical analysis to manage portfolios on a discretionary basis, employing both passive and active strategies across various asset classes.
Based on McClure Private Wealth, LLC
$0 - $249,999: 1.20% $250,000 - $499,999: 1.00% $500,000 - $999,999: 0.80% $1,000,000+: 0.70%
$100 per hour for one-time financial plan
Fee-only: $100 per hour for one-time financial plan
Maxwelton, WV
West Virginia
McClure Private Wealth, LLC
2025 - Present (1 year)
West Virginia University - Student Managed Investment Fund
2025 - Present (1 year)
PwC
2025 - 2025 (1 year)
Education Consulting Team, LLC
2024 - 2025 (1 year)
West Virginia University
2022 - Present (4 years)
Shoney's
2022 - 2022 (1 year)
The Greenbrier Resort
2021 - 2021 (1 year)
The Greenbrier Resort
2020 - 2020 (1 year)
Greenbrier East High School
2018 - 2022 (4 years)
Eastern Greenbrier Middle School
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not 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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
White Sulphur Springs, WV
Merrill
Michael Shalhoup is a Senior Financial Advisor and the founding member of The Shalhoup Group at Merrill Lynch Wealth Management. He provides strategic financial recommendations tailored to individual client needs, focusing on all aspects of wealth management with a particular expertise in corporate stock award compensation. Michael's approach encompasses personal banking, financial strategy, estate planning, wealth transfer, insurance, educational planning, lending, and retirement lifestyle requirements. Michael holds a Bachelor of Arts degree in Economics from West Virginia University and has studied Finance and Economics at Bond University in Australia. He holds the Chartered Retirement Planning Counselor™ designation awarded by the College for Financial Planning and the Personal Investment Advisor (PIA) designation. His professional experience and credentials have been recognized through awards such as On Wall Street's "Top 40 Advisors Under 40" in 2018 and 2019 and Forbes' "Best-in-State Wealth Advisors" from 2018 through 2024. In addition to his advisory role, Michael serves on the West Virginia University Chambers College of Business & Economics Finance Advisory Council. His client focus areas include corporate benefits, executive compensation, divorce transition planning, socially responsible investing, and services tailored for sports and entertainment professionals. Outside of his professional activities, Michael enjoys adventure sports, boating, fishing, golfing, music, painting, photography, spending time with his family, and traveling.
ChFC®, Series 63, Series 65
Lewisburg, WV
Strategic blueprint, LLC
Series 66
Lewisburg, WV
Edward Jones
Series 66
Lewisburg, WV
Edward Jones
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