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David G. Mcclurg

MCCLURG CAPITAL
San Rafael, CA 94903
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CRD#: 325690
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Professional summary


David Granville Mcclurg is a registered financial advisor currently at MCCLURG CAPITAL CORPORATION located in San Rafael, California.

David is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1974. David has worked at 6 firms and has passed the Series 63, Series 52TO, Series 7TO, Series 99TO, SIE, Series 5, Series 000, Series 1, Series 14, Series 53, Series 4, Series 24 and Series 12 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Successor trustee of the Craft Family Trust. 10 hours per month at $275.00 per hour starting August 2022.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view David Granville Mcclurg's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD


Click below to view David Granville Mcclurg's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

July 8, 1997 - Present

MCCLURG CAPITAL CORPORATION

Office #1: 950 Northgate Drive Suite 301, San Rafael, CA 94903Office #2: 950 Northgate Drive Suite 301, San Rafael, CA 94903-3436
RIA
BD
CRD#: 16798
San Rafael, CA
Current

October 1, 1985 - Present

MCCLURG CAPITAL CORPORATION

Office #1: 950 Northgate Drive Suite 301, San Rafael, CA 94903Office #2: 950 Northgate Drive-suite 301, San Rafael, CA 94903
RIA
BD
CRD#: 16798
San Rafael, CA
Past

November 9, 1990 - September 15, 1994

GALLEGOS INSTITUTIONAL INVESTORS CORPORATION

BD
CRD#: 27076
Past

January 24, 1985 - January 14, 1986

SMITH BELLINGHAM INTERNATIONAL, INC.

BD
CRD#: 7734
Past

December 10, 1984 - December 21, 1984

SMITH BELLINGHAM INTERNATIONAL, INC.

BD
CRD#: 7734
Past

February 9, 1976 - June 12, 1977

DEAN WITTER & CO. INCORPORATED

BD
CRD#: 6466
Past

January 28, 1974 - March 3, 1976

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD
CRD#: 572
Past

January 23, 1974 - December 26, 1984

BIRR, WILSON & CO., INC.

BD
CRD#: 93

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(7/29/2025)
RR
California
(12/13/1985)
IAR
California
(7/8/1997)
RR
Florida
(9/26/1989)
RR
Oregon
(9/15/2024)
RR
Texas
(2/13/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 8/12/1982
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 5
Date: 10/9/1981
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 000
Date: 1/23/1974
General Securities Principal Examination
General Industry/Product Exam
RR
Series 1
Date: 1/23/1974
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 12
Date: 7/21/1977
NYSE Branch Manager Examination
SRO Registrations
RR
FINRA

Current Firm


MC
MCCLURG CAPITAL CORPORATION
MCCLRUG CAPITAL CORPORATION | SMITH BELLINGHAM SECURITIES CORPORATION | MCCLURG CAPITAL CORPORATION

CRD#: 16798 / SEC#: , 8-34473

California
Registered Investment Advisory firm - SEC (12/11/2001 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information


Main Address
950 Northgate Drive-suite 301, San Rafael, CA 94903-3436
Mailing Address
950 Northgate Drive, Suite 301, San Rafael, CA 94903
Phone number
(415) 472-1445
Established
California since 06/25/1985
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees
6

FINRA licenses (10 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers


NamePositionCRD#
THE MCCLURG FAMILY TRUSTSHAREHOLDER
MCCLURG, DAVID GRANVILLEPRESIDENT/CHIEF COMPLIANCE OFFICER/TRUSTEE325690
MCCLURG, TRACY ANNEDIRECTOR/TRUSTEE1427909

Regulatory assets under management


Total Number of Accounts117
AUM (Assets Under Management)$ 83,283,986

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MCCLURG CAPITAL CORPORATION

CRD#: 16798San Rafael, CA 94903

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