MCDONALD CAPITAL MANAGEMENT, INC.

Overview

Mcdonald Capital Management, Inc. is an independent registered investment adviser focused on serving individual and family clients, including small business owners. The firm provides fee-based financial planning and discretionary portfolio management, operating with a fixed-fee model rather than performance-based or commission arrangements. Investment activity shows a clear tilt toward publicly traded equities: exchange-traded equities are the single largest asset class on the books and account for roughly half of reported assets. The firm is not positioned as a capital allocator to third‑party alternative fund managers and does not report active ESG investing or pension consulting as part of its service mix. Portfolio construction appears to prioritize liquid, exchange-traded instruments and separately managed account (SMA) structures for clients requiring customized equity exposures and tax management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices