MCDONOUGH CAPITAL MANAGEMENT, INC.
Firm details
- Headquarters
- ORLANDO, Florida
- CRD number
- 143767
- Registered since
- June 1, 2021
- Website
- www.mcdonoughcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.34%
- Individuals6.5%
- Corporations / Businesses6.16%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Mcdonough Capital Management, Inc. is an independent, SEC‑registered registered investment adviser that works with both individual/family clients and institutional clients. The firm operates on a percentage‑of‑AUM fee model and supplements advisory services with insurance brokerage. Its advisory suite includes comprehensive financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio services, and educational seminars or workshops. Mcdonough Capital Management, Inc. is not positioned as an ESG investor, is not a multi‑state adviser, and is owned by an individual.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities78%
- Cash & Cash Equivalents12%
- Public Funds/Mutual Funds9%
- US Government Bonds1%
Owners & executives
1 of 1EDWARD MCDONOUGH
Founder & Chief Investment OfficerCRD 1701165
Contacts
2 of 2Shannon McDonough
Wealth AdvisorCRD 7253241
THANH-CAM NGUYEN
Investment AdvisorCRD 5154096
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 18Active vs passive
$13M in ETFs
98%
$12.8M
0%
$274K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $2.6M | 32,807 | 19.94% |
Location
ORLANDO, FL
ORANGE
Location
ORLANDO, FL
Headquartered in ORLANDO, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- ORANGE
- Address
- 6000 Turkey Lake Rd
- Time zone
- ET (UTC-5)
- Office locations
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