MCDONALD CAPITAL INVESTORS INC

RIASEC RegisteredEst. 1982

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$20.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ORINDA, California
CRD number: 105562
Registered since: October 26, 1982
Custodians: RBC CAPITAL MARKETS, LLC, CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: HNWI60.81%
Pooled Investment Vehicles17.68%
Charitable Organizations12.07%
Pension & Profit Sharing Plans9.25%
Individuals0.19%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mcdonald Capital Investors Inc. is a privately owned advisory corporation that has been SEC-registered since 1982. The firm serves both individual and family clients as well as institutional investors, charging fees based on a percentage of assets under management. Its advisory offerings include portfolio management for individuals and small businesses, management of pooled investment vehicles, and discretionary portfolio services for businesses or institutions. The firm is organized under individual ownership and is not identified as a multi-state or newly formed adviser. Mcdonald Capital does not report active ESG investing as part of its public profile.