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JAMES G. MCCLELLAN CPA
JAMES GILBERT MCCLELLAN
CRD 114230
12926 DAIRY ASHFORD RD, SUITE 100, SUGAR LAND, TX, 77478-3294, United States
Phone
281-240-0330
Fax
281-240-0930
Registration
— (—)
Source
State registered
Total AUM
$34.4M
Discretionary AUM
$34.4M
Team
1 total employees; 0 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Sole Proprietorship
Filing date
2026-01-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $1.0M |
| High net worth individuals | 3 | $17.6M |
| Charitable organizations | 1 | $14.2M |
Official SEC filing: View on IAPD