MCDONALD PARTNERS LLC

Broker-DealerFINRA MemberEst. 2005
Total AUM
$1.3B
Discretionary
$797M
62% of AUM
Accounts
1,765
Employees
29
Advisory reps
30
Brokerage reps
24

Firm details

Headquarters
CLEVELAND, Ohio
CRD number
135414
Registered since
May 6, 2005
Website
www.mcdonald-partners.com
Custodians
RBC CAPITAL MARKETS, LLC
Fee structure
Percentage of AUM, Fixed Fees, Commissions
Client types
  • HNWI38.46%
  • Individuals37.88%
  • Corporations / Businesses15.85%
  • Charitable Organizations4.95%
  • Pooled Investment Vehicles1.55%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mcdonald Partners LLC is a privately held limited liability company that operates as an independent broker‑dealer and investment bank. The firm combines brokerage activities with advisory services for both individual/family and institutional clients, offering financial planning, portfolio management across individuals, pooled vehicles and institutions, pension consulting, and manager selection. Its business model mixes percentage‑of‑AUM fees, fixed fees and commission arrangements. Mcdonald Partners serves as a capital allocator, placing client assets with third‑party managers and sponsoring pooled vehicles rather than positioning itself as an ESG‑focused adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 54%, Exchange Traded Equities 38%, Cash & Cash Equivalents 4%, Investment Grade Corp Bonds 3%, US Government Bonds 1%54%
  • Public Funds/Mutual Funds54%
  • Exchange Traded Equities38%
  • Cash & Cash Equivalents4%
  • Investment Grade Corp Bonds3%
  • US Government Bonds1%

Owners & executives

3 of 3

  • WILLIAM HEGARTY

    Chief Investment Officer/Portfolio ManagerCRD 2784174

  • TIMOTHY HANSON

    Chief Operating OfficerCRD 6050443

  • JAIMIE PALMER

    Chief Compliance OfficerCRD 4930309

Contacts

3 of 27

  • RUSSELL WOOD

    Managing DirectorCRD 2290760

  • KRISTEN KOTLARZ

    Senior Operations ManagerCRD 1997764

  • JOSEPH STANZI

    Managing DirectorCRD 1553829

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 73

Active vs passive

$81.6M in ETFs

Passive

68%

$55.8M

Active

28%

$25.8M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$10.3M17,29212.66%
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Location

Primary office

CLEVELAND, OH

CUYAHOGA

Location

CLEVELAND, OH

Headquartered in CLEVELAND, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.

Metro area
Cleveland-Akron-Canton, OH
Region
Midwest
County
CUYAHOGA
Address
1301 E 9th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth