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David Granville McClurg

McClurg Capital Corp.

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About David Granville McClurg

David Granville McClurg is a registered investment advisor representative with McClurg Capital Corp. David has been in the securities industry since 1974 and has experience in a variety of financial services. David has been registered with the state of California as a registered investment advisor since 1997. McClurg Capital Corp. is a registered investment advisor with the state of California and specializes in providing financial planning, investment management, and investment advisory services to individuals, charitable organizations, and corporations.

Firm Information

David McClurg is currently registered with McClurg Capital Corp.. McClurg Capital Corp., a corporation formed in June 1985, is an investment advisor with a focus on providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. The firm manages approximately $83 million in assets, primarily for individuals, with a smaller portion dedicated to charitable organizations and corporations. McClurg Capital Corp. is registered with the SEC and in 10 states, including Arizona, California, District of Columbia, Florida, Maryland, Nevada, Oregon, Texas, Utah, and Washington. The firm's website is located at HTTP://WWW.MCCLURGCAPITAL.COM.

$83.00M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David McClurg’s Registration & Firm History

CA

01/21/2025 - Present

McClurg Capital Corp. (SAN RAFAEL CA)

NA

11/09/1990 - 09/15/1994

GALLEGOS INSTITUTIONAL INVESTORS CORPORATION

NA

01/24/1985 - 01/14/1986

SMITH BELLINGHAM INTERNATIONAL, INC.

NA

01/23/1974 - 12/26/1984

BIRR, WILSON & CO., INC.

NA

12/10/1984 - 12/21/1984

SMITH BELLINGHAM INTERNATIONAL, INC.

NA

02/09/1976 - 06/12/1977

DEAN WITTER & CO. INCORPORATED

NA

01/28/1974 - 03/03/1976

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

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Licenses & Designations

BC

Issued 08/12/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 01/02/2023

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/13/1980

Series 4 - Registered Options Principal Examination

BC

Issued 12/03/1979

Series 24 - General Securities Principal Examination

BC

Issued 07/21/1977

Series 12 - NYSE Branch Manager Examination

BC

Issued 01/02/2023

Series 7TO - General Securities Representative Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/1981

Series 5 - Interest Rate Options Examination

BC

Issued 01/23/1974

Series 000 - General Securities Principal Examination

BC

Issued 01/23/1974

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Granville McClurg. Review regulatory record here.
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