# McClure Investment Management, LLC

> McClure Investment Management, LLC is a state-registered investment advisory firm, registered since 2001, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.

- CRD: 121205
- Filed as: MCCLURE INVESTMENT MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121205
- AdvisorCensus page: https://advisorcensus.com/firm/mcclure-investment-management-llc-121205

## Quick answers

**How is McClure Investment Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), McClure Investment Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is McClure Investment Management, LLC registered with the SEC or a state?**
McClure Investment Management, LLC is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 121205.

**How much does McClure Investment Management, LLC manage?**
McClure Investment Management, LLC reports $66,133,771 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).

**What types of clients does McClure Investment Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (54); high net worth individuals (18); charitable organizations (1).

**Does McClure Investment Management, LLC 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/121205

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $66,133,771
- Discretionary: $66,133,771
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 54 | $20,010,184 |
| High net worth individuals | 18 | $44,523,313 |
| Charitable organizations | 1 | $1,600,274 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2001 (25 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [mcclureinvest.com](https://mcclureinvest.com)
- Facebook @MCCLUREINVEST
- X @MCCLUREINVEST

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McClure Investment Management, LLC (CRD 121205): Form ADV filing data as of October 2026.