Mcdonald Capital Investors Inc

RIASEC Registered

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$20.6M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Orinda, California
CRD number: 105562
Registered since: October 26, 1982
Custodians: RBC CAPITAL MARKETS, LLC, CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, STATE STREET BANK AND TRUST COMPANY
Fee structure: Percentage of AUM
Client types: HNWI60.81%
Pooled Investment Vehicles17.68%
Charitable Organizations12.07%
Pension & Profit Sharing Plans9.25%
Individuals0.19%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Mcdonald Capital Investors Inc is a privately owned corporate advisory firm that has been registered with the SEC since 1982. It serves both individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. The firm’s core advisory work centers on discretionary portfolio management across individual and small-business accounts, pooled investment vehicles, and portfolios for businesses or institutional clients. The firm reports an equity-first orientation and does not identify as an active ESG investor. It is categorized as an unclassified adviser and is not listed as a capital allocator, pension consultant, multistate adviser, or related adviser in its disclosures.