# McClurg Capital Corporation

> McClurg Capital Corporation is a state-registered investment advisory firm in San Rafael, CA, registered since 2001, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 5, 2026.

- CRD: 16798
- Filed as: MCCLURG CAPITAL CORPORATION
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Rafael, CA
- Filing period: October 2026
- Form ADV filing dated: January 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/16798
- AdvisorCensus page: https://advisorcensus.com/firm/mcclurg-capital-corporation-san-rafael-ca-16798

## Quick answers

**How is McClurg Capital Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), McClurg Capital Corporation reports these compensation arrangements: a percentage of assets under its management; hourly charges; commissions.

**Where is McClurg Capital Corporation located?**
McClurg Capital Corporation's principal office is in San Rafael, CA, according to its Form ADV.

**Is McClurg Capital Corporation registered with the SEC or a state?**
McClurg Capital Corporation is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 16798.

**How much does McClurg Capital Corporation manage?**
McClurg Capital Corporation reports $92,881,550 in regulatory assets under management in its Form ADV filing dated January 5, 2026 (100% discretionary).

**What types of clients does McClurg Capital Corporation serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (78); high net worth individuals (2); charitable organizations (1).

**Does McClurg Capital Corporation 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/16798

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $92,881,550
- Discretionary: $92,881,550
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 78 | $64,454,340 |
| High net worth individuals | 2 | $12,728,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 1 | $14,168,000 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 1 | $1,531,210 |

### 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: 2001 (24 years)
- Employees: 6 total, 5 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)
- mcclurgcapital.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McClurg Capital Corporation (CRD 16798): Form ADV filing data as of October 2026.