Mcclurg Capital Corporation
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 16798
· San Rafael, CA
· WWW.MCCLURGCAPITAL.COM
☆ Save with Pro
ADV data as of Jan 05, 2026
- Regulatory AUM
- $92.9M
- Discretionary
- $92.9M
- Clients
- 82
- Avg AUM / client
- $1.1M
- Accounts
- 112
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 78 | $64.5M | 69.4% |
| High net worth individuals | 2 | $12.7M | 13.7% |
| Charitable organizations | 1 | $14.2M | 15.3% |
| Corporations and other businesses | 1 | $1.5M | 1.65% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jesse Gerard Dogillo | Registered representative | CFP Chartered Financial Consultant | Aug 2024 (2y) | |
| David Granville Mcclurg | Registered representative | Jan 2025 (2y) | ||
| Kevin Thomas Klauber | Registered representative | Jan 2025 (2y) | ||
| Richard Berry Speed | Registered representative | Jan 2025 (2y) | ||
| Timothy Jon Bangert | Registered representative | Jan 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/05/2026 | 1.05 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Pershing $92.9M (100% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 05, 2026.
View current Form ADV (SEC/IAPD) ↗