Mcdonough Capital Management, Inc.

RIASEC RegisteredEst. 2021
Total AUM
$258M
Discretionary
$258M
100% of AUM
Avg account
$436K
Accounts
592
Employees
3
Advisory reps
3

Firm details

Headquarters
Orlando, Florida
CRD number
143767
Registered since
June 1, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI91.3%
  • Individuals8.13%
  • Corporations / Businesses0.57%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Mcdonough Capital Management, Inc. is an independent, SEC-registered registered investment adviser that began reporting in 2021 and is privately owned. The firm serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Mcdonough also operates as an insurance broker, which it can integrate into client financial planning and retirement solutions. Advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and institutional clients. The firm runs educational seminars and workshops as part of its client outreach. Mcdonough is not identified as an active ESG investor, and it does not position itself as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 78%, Cash & Cash Equivalents 12%, Public Funds/Mutual Funds 9%, US Government Bonds 1%78%
  • Exchange Traded Equities78%
  • Cash & Cash Equivalents12%
  • Public Funds/Mutual Funds9%
  • US Government Bonds1%

Owners & executives

1 of 1
  • Edward Mcdonough

    Edward Mcdonough

    Founder & Chief Investment OfficerCRD 1701165

Contacts

2 of 2
  • Shannon McDonough

    Shannon McDonough

    Wealth AdvisorCRD 7253241

  • Thanh-cam Nguyen

    Thanh-cam Nguyen

    Investment AdvisorCRD 5154096

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 18

Active vs passive

$13M in ETFs

Passive

98%

$12.8M

Active

0%

$274K

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH)VanguardPassiveShort Term Bond$2.6M32,80719.94%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth