otherRIA · CRD 114230SEC-Registered

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James G. McClellan CPA

JAMES G. MCCLELLAN CPA is an SEC-registered investment adviser in Sugar Land, TX. The firm manages approximately $34 million in regulatory assets.

James G. McClellan CPA

JAMES G. MCCLELLAN CPA is an SEC-registered investment adviser in Sugar Land, TX. The firm manages approximately $34 million in regulatory assets. It has 1 employee.

General information

Firm type

other

Frequently asked questions

Is James G. McClellan CPA an institutional allocator or family office?

No. The firm's public records show no evidence of investment deployment, fund-of-funds activity, or single-family office structure. It appears to be a traditional CPA practice serving individual tax clients and small businesses.

What services does James G. McClellan CPA offer?

Based on the firm's name and professional licensing, services likely include tax preparation, accounting, bookkeeping, and payroll. No investment advisory or capital management services have been publicly disclosed.

Who is James G. McClellan?

James G. McClellan is a licensed certified public accountant. No biographical details—educational background, career history, or prior roles—are available in public sources.

Does James G. McClellan CPA manage outside capital or accept limited partner commitments?

No. There is no public record of AUM, fund vehicles, co-investment SPVs, or any pooled capital structure. The practice does not appear to operate as an investment manager.

What is the geographic footprint of James G. McClellan CPA?

No specific office location, city, or state has been publicly identified. The firm may operate as a single-location practice serving a local area, but no jurisdiction can be confirmed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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