Mcdonald Capital Management

RIASEC Registered
Total AUM
$358M
Discretionary
$358M
100% of AUM
Avg account
$890K
Accounts
402
Employees
2
Advisory reps
3

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

FINTRX

Overview

Mcdonald Capital Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC-registered (initial registration in 2002) and serves both individuals and families as well as institutional clients. Its advisory mandate spans financial planning and discretionary portfolio management for individuals, small businesses, pooled investment vehicles, and business or institutional clients. Fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, and performance-based fees. The firm identifies as an active ESG investor and has industry roles that include acting as a banking/thrift sponsor and serving as GP/managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Exchange Traded Equities 47%, Cash & Cash Equivalents 17%, US Government Bonds 10%, Public Funds/Mutual Funds 10%, Investment Grade Corp Bonds 7%, State & Local Bonds 6%, Non-Investment Grade Corp Bonds 3%47%
  • Exchange Traded Equities47%
  • Cash & Cash Equivalents17%
  • US Government Bonds10%
  • Public Funds/Mutual Funds10%
  • Investment Grade Corp Bonds7%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 45

Active vs passive

$158M in ETFs

Passive

76%

$120M

Active

22%

$37.8M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL)State StreetPassiveUltrashort Bond$21.8M238,02613.84%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth