Maclura Investments
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,488,573
Clients
29
21% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
TypicalAverage account size
$465,123
About
Maclura Investments provides discretionary portfolio management to individuals, families, businesses, and retirement plans, implementing and monitoring customized wealth-building and preservation strategies. The firm typically invests client portfolios in exchange-traded funds, mutual funds, and individual securities and executes on recommendations as the client agreement allows.
Portfolios are built after an initial assessment of each client’s investment cycle, goals, time horizon, cash flow needs, and risk tolerance, with ongoing reviews tied to market conditions or client changes. Security selection relies on fundamental analysis and the firm states an emphasis on tax efficiency and a mix of capital appreciation, income, and preservation as appropriate for the client’s objectives.
Compared with many independent peers, Maclura explicitly serves corporate and business clients and retirement plans in addition to individual households, an offering that is less common among similar solo-operator advisers. The firm manages roughly $15.5 million for a small client base, which the brochure presents as supporting highly tailored portfolios overseen by an experienced investment professional who also performs the firm’s compliance oversight.
Client services
Portfolio management
Expertise
Wealth management
Tax-loss harvesting
Fee options
$0 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50% $0 - $5,000,000: 0.70% $5,000,001+: 0.50%
Account minimum: $100,000
Main office location
Maclura Investments
Lenexa KS, United States
Number of offices
2
Most active in
Maclura Investments has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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