MCDONALD CAPITAL MANAGEMENT

RIASEC RegisteredEst. 2002

Total AUM

$358M

Discretionary

$358M

100% of AUM

Avg account

$890K

Accounts

402

Employees

Advisory reps

Firm details

Headquarters: LUBBOCK, Texas
CRD number: 114531
Registered since: August 5, 2002
Website: mcdcap.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI70.45%
Charitable Organizations11.99%
Corporations / Businesses8.36%
Individuals6.85%
Pooled Investment Vehicles2.34%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mcdonald Capital Management is an independent registered investment adviser formed as an LLC and SEC-registered since 2002. The firm serves both individual and family clients as well as institutional investors, offering financial planning and discretionary portfolio management across individuals, pooled investment vehicles, small businesses and institutions. Compensation arrangements are flexible and include percentage-of-AUM fees, fixed and hourly fees, and performance-based fees. The firm flags itself as an active ESG investor and also acts in sponsor/GP/manager roles for pooled vehicles, indicating it runs proprietary private funds in addition to advising outside accounts. It is owned by an individual and classifies as an independent RIA rather than a capital allocator or pension consultant.