Mcdonald Capital Management

RIASEC Registered

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 organized as an LLC and owned by an individual. The firm is SEC-registered (initial registration in 2002) and serves both individuals and families as well as institutional clients. Its advisory mandate spans financial planning and discretionary portfolio management for individuals, small businesses, pooled investment vehicles, and business or institutional clients. Fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, and performance-based fees. The firm identifies as an active ESG investor and has industry roles that include acting as a banking/thrift sponsor and serving as GP/managing member of pooled investment vehicles.