# James G. McClellan CPA

> James G. McClellan CPA is a state-registered investment advisory firm in Sugar Land, TX, registered since 1997, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 14, 2026.

- CRD: 114230
- Filed as: JAMES G. MCCLELLAN CPA
- Legal name: James Gilbert McClellan
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sugar Land, TX
- Filing period: October 2026
- Form ADV filing dated: January 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/114230
- AdvisorCensus page: https://advisorcensus.com/firm/james-g-mcclellan-cpa-sugar-land-tx-114230

## Quick answers

**How is James G. McClellan CPA compensated?**
On its Form ADV (Item 5.E, October 2026), James G. McClellan CPA reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is James G. McClellan CPA located?**
James G. McClellan CPA's principal office is in Sugar Land, TX, according to its Form ADV.

**Is James G. McClellan CPA registered with the SEC or a state?**
James G. McClellan CPA is a state-registered investment advisory firm, registered since 1997. Status as filed: APPROVED. CRD 114230.

**How much does James G. McClellan CPA manage?**
James G. McClellan CPA reports $34,391,000 in regulatory assets under management in its Form ADV filing dated January 14, 2026 (100% discretionary).

**What types of clients does James G. McClellan CPA serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4); high net worth individuals (3); charitable organizations (1).

**Does James G. McClellan CPA report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/114230

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $34,391,000
- Discretionary: $34,391,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,000,000 |
| High net worth individuals | 3 | $17,551,000 |
| Charitable organizations | 1 | $14,200,000 |
| Other | 1 | $1,640,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 1997 (29 years)
- Employees: 1 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. James G. McClellan CPA (CRD 114230): Form ADV filing data as of October 2026.