JAMES G. MCCLELLAN CPA

JAMES G. MCCLELLAN CPA of SUGAR LAND, TX is an SEC-registered investment adviser (CRD 114230). Regulatory assets under management: $34.4M.

Registration

• CRD: 114230
• Type: Registered investment adviser
• Location: 12926 DAIRY ASHFORD RD, SUGAR LAND, TX, 77478-3294
• Phone: 281-240-0330
• Latest filing: 2026-01-14
• Regulatory AUM: $34.4M
• Discretionary AUM: $34.4M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114230 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search