Broker Check

Our Philosophy

Client Centered

McClurg Capital is a  registered investment advisor, FINRA licensed brokerage firm, and California licensed insurance agency,  The firm provides investment management and brokerage services to successful retirees, professionals and business people approaching retirement.  Our advisors do the heavy lifting to achieve exemplary investment results so that our clients can concentrate their efforts on their business or profession. And worry less and enjoy life more.

McClurg Capital believes that  investors should have a choice.  Investors may wish to use our fee-based investment advisory firm adhering to fiduciary standards or our full service brokerage firm.  Our advisors build long-term relationships with serious investors who expect to work with a highly trained securities professional versed in all aspects of wealth management and financial instruments. 

Regardless of your choice and size of account, clients of McClurg Capital benefit from expert guidance and strategic advice for growth. And your advisor will keep you informed all along the way.

Our clients may be assured that their McClurg Capital advisor has the expertise and discipline to deal directly in complex financial markets.