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Cole Davis Mcclellan

SCHUBERT & COMPANY, INC.·MCKINNEY, Texas
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5900 S. LAKE FOREST DRIVE, MCKINNEY, TX 75070CRD# 6610173Firm CRD# 114702
01

About

Cole Davis Mcclellan is a registered financial advisor based in MCKINNEY, Texas, affiliated with SCHUBERT & COMPANY, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SCHUBERT & COMPANY, INC.
SCHUBERT & COMPANY, INC.
AUM
$403M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SCHUBERT & COMPANY, INC. →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6610173
Firm CRD# 114702
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Cole Davis Mcclellan offer?
Cole Davis Mcclellan specializes in Financial Planning, Investment Management. Contact their office in MCKINNEY, Texas for a consultation.
What are Cole Davis Mcclellan's credentials?
Cole Davis Mcclellan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cole Davis Mcclellan located?
Cole Davis Mcclellan is based in MCKINNEY, Texas, working with SCHUBERT & COMPANY, INC.. Their office serves clients in the MCKINNEY metropolitan area and surrounding communities.
How does Cole Davis Mcclellan charge for services?
Cole Davis Mcclellan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCHUBERT & COMPANY, INC.?
SCHUBERT & COMPANY, INC. has approximately 8 employees and manages $403M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MCKINNEY
Frederick Eugene Mowery — MOWERY CAPITAL MANAGEMENT, LLCTerry Lee Ledbetter — KOPION ASSET MANAGEMENT, LLCKelley Joe Schubert — SCHUBERT & COMPANY, INC.Phil Dwayne Wheat — WHEAT GIVENS FINANCIAL, LLCKevin Alan Nelson — SCHUBERT & COMPANY, INC.
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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