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Kevin Thomas Klauber

McClurg Capital Corp.

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About Kevin Thomas Klauber

Kevin Thomas Klauber is a registered representative with McClurg Capital Corp. Kevin is a veteran financial professional with over 30 years of experience in the industry. Kevin has held positions at several firms including MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC. and THOMAS F. WHITE & CO., INCORPORATED. Kevin specializes in offering financial planning, portfolio management and publication of periodicals. Kevin is registered with the state of California.

Firm Information

Kevin Klauber 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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Kevin Klauber’s Registration & Firm History

CA

01/21/2025 - Present

McClurg Capital Corp. (SAN RAFAEL CA)

NA

11/21/1989 - 04/12/1991

FIRST CALIFORNIA CAPITAL MARKETS GROUP, INC.

NY

01/03/1989 - 09/25/1989

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

CA

11/30/1987 - 01/04/1989

MUNICICORP OF CALIFORNIA (WOODLAND HILLS CA)

NA

10/29/1985 - 12/08/1987

THOMAS F. WHITE & CO., INCORPORATED

NA

03/15/1984 - 11/29/1985

FIRST INVESTORS CORPORATION

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Licenses & Designations

BC

Issued 02/24/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/15/1986

Series 7 - General Securities Representative Examination

BC

Issued 03/14/1984

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kevin Thomas Klauber.
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