Mcdonald Capital Management
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
FINTRXOverview
Mcdonald Capital Management is an independent registered investment adviser organized as an LLC and SEC-registered since 2002. The firm is owner-operated and serves both individual/family clients and institutional accounts. Its advisory services emphasize financial planning and discretionary portfolio management across individuals, small businesses, pooled investment vehicles, and institutional or corporate clients. Fee arrangements are flexible and include asset-based fees, hourly and fixed-fee engagements, and performance-based compensation. The firm identifies as an active ESG investor and also operates in capacities tied to pooled vehicles, acting as a sponsor/GP and managing member for such structures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities47%
- Cash & Cash Equivalents17%
- US Government Bonds10%
- Public Funds/Mutual Funds10%
- Investment Grade Corp Bonds7%
Owners & executives
1 of 1
Eric Mcdonald
Founder and CIOCRD 2035500
Contacts
2 of 2
Tyler Sturdivant
Associate Portfolio Manager and TraderCRD 6855839
Jeffrey Mercer
Partner, Director of ResearchCRD 4935524
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 88Active vs passive
$153M in ETFs
77%
$117M
22%
$35.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $15.7M | 171,604 | 10.31% |
Location
Lubbock, TX
Lubbock
Location
Lubbock, TX
Headquartered in Lubbock, TX, anchoring the Lubbock-Plainview-Levelland, TX metro in the South.
- Metro area
- Lubbock-Plainview-Levelland, TX
- Region
- South
- County
- Lubbock
- Address
- 8001 Quaker Ave
- Time zone
- CT (UTC-6)
- Office locations
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