Investment adviser representative · Painted Porch Advisors LLC
Grace C. McClellan
CRD 8325301 · Santa Barbara, CA
At a glance
Grace C. McClellan is an investment adviser representative with Painted Porch Advisors LLC in Santa Barbara, CA, according to the SEC’s Investment Adviser Public Disclosure records. Designations on file: Certified Financial Planner.
Current advisory firm
- Painted Porch Advisors LLCSince September 2026Santa Barbara, CA · $572M in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Grace’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.