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McClure Capital Advisors, Inc.

Updated today

Client assets under management

$23,459,000

Clients

35

14% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

9

Very Low

Average account size

$670,257

About

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.

Client services

Portfolio management Selection of other advisers

Expertise

Wealth management Passive / index investing Active portfolio management

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Fee options

Percentage

$0 - $250,000: 1.95% annually $250,000.01 - $500,000: 1.86% annually $500,000.01 - $1,000,000: 1.82% annually $1,000,000.01 - $2,000,000: 1.77% annually $2,000,000.01+: 1.73% annually

Other

Account minimum: $250,000

Main office location

McClure Capital Advisors, Inc.

One Cowboys Way, Suite 570

Frisco TX 75034, United States

Number of offices

1

Most active in

Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Raymond M

Series 65

Frisco, TX

McClure Capital Advisors, Inc.

Raymond Mc Clure is a financial advisor at McClure Capital Advisors, Inc. with two years of industry experience. He holds a Series 65 designation and has prior work experience at Austin College and Greenville High School. He is also a licensed insurance agent with McClure Capital, Inc. McClure Capital Advisors provides investment management services to individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm primarily implements portfolios through third-party subadvisors using ETF strategies and offers discretionary management with client-imposed account restrictions.

Wealth management Passive / index investing Active portfolio management
user avatar

Logan W

Series 65

Frisco, TX

McClure Capital Advisors, Inc.

Logan Wakumoto is a financial advisor at McClure Capital Advisors, Inc. in Frisco, TX, holding a Series 65 designation with one year of industry experience. Prior to joining McClure Capital Advisors, he worked at State Farm and Automated Testing Solutions. McClure Capital Advisors provides investment management services to individuals and institutional clients, including pension and profit-sharing plans, trusts, and charitable organizations. The firm primarily manages portfolios by selecting and monitoring third-party subadvisors using ETF strategies, with discretionary management options available.

Wealth management Passive / index investing Active portfolio management
user avatar

Victor M

Series 63, Series 65

Frisco, TX

McClure Capital Advisors, Inc.

Victor McClure is a financial advisor with McClure Capital Advisors, Inc. in Frisco, TX, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked with McClure Capital, Inc. and McClure Capital Advisors, Inc. since 1994. In addition to his advisory role, he is a licensed insurance agent with McClure Capital, Inc. McClure Capital Advisors provides investment management services to individuals and institutional clients, including pension plans, trusts, and charitable organizations. The firm primarily manages portfolios by selecting and overseeing third-party subadvisors who typically use ETF-based strategies, while also offering discretionary account management.

Wealth management Passive / index investing Active portfolio management
user avatar

Steven R

Series 65

Frisco, TX

McClure Capital Advisors, Inc.

Steven Ringo is a financial advisor at McClure Capital Advisors, Inc. in Frisco, TX, holding a Series 65 designation with two years of industry experience. His prior work includes positions at Broadcom and DeWitt & Dunn, as well as Westridge Equity Partners. He is also a licensed insurance agent whose insurance clients largely overlap with his securities clientele. McClure Capital Advisors provides investment management services to individuals and institutional clients, offering discretionary portfolio management and ongoing advisory oversight. The firm primarily selects and monitors third-party subadvisors who deploy ETF-based strategies, while also managing some accounts directly.

Wealth management Passive / index investing Active portfolio management
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