Mcdonald Capital Investors Inc

RIASEC RegisteredEst. 1982

Total AUM

$1.9B

Discretionary

$1.9B

100% of AUM

Avg account

$20.6M

Accounts

90

Employees

5

Advisory reps

4

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 corporation that has been SEC-registered since 1982 and is owned by an individual. The firm serves both individual & family clients and institutional clients, charging advisory fees as a percentage of assets under management. Its advisory services emphasize portfolio management across client types: individuals and small businesses, pooled investment vehicles, and businesses or institutions. Mcdonald Capital Investors Inc does not list itself as an active ESG investor, is not a multi-state adviser, and does not identify as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities88%
US Government Bonds8%
Cash & Cash Equivalents4%

Owners & executives

1 of 1

Linda Udall
Chief Compliance OfficerCRD 4344768

Contacts

3 of 3

Andrew Mcdonald
PresidentCRD 4344766
Trent Mcdonald
Vice PresidentCRD 1528205
Thomas Steyer
Co-Executive ChairmanCRD 1233313

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 2

Active vs passive

$487K in ETFs

Passive

100%

$487K

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP)	Invesco	Passive	Large Blend	$244K	1,145	50.00%

Unlock additional holdings →

Primary office

Orinda, CA

Contra Costa

Location

Orinda, CA

Headquartered in Orinda, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area: San Jose-San Francisco-Oakland, CA
Region: West
County: Contra Costa
Address: 4 Orinda Way
Time zone: PT (UTC-8)
Office locations

Similar firms

Wespac Advisors, LLC

Orinda, CA

AUM $1.2BTEAM 10REPS 9

Bell Investment Advisors Inc

Orinda, CA

AUM $788MTEAM 14REPS 11

Penserra Capital Management LLC

Orinda, CA

AUM $17.5BTEAM 16REPS 9

MCM Advisers, LP

Orinda, CA

AUM $118MTEAM 2REPS 8

Crosspoint Capital Management

Orinda, CA

AUM $118MTEAM 2REPS 2

Paragon Asset Management Inc.

Orinda, CA

AUM $116MTEAM 2REPS 2

More RIAs in Orinda →All California RIAs →