Mcdonough Capital Management, Inc.
Firm details
- Headquarters
- Orlando, Florida
- CRD number
- 143767
- Registered since
- June 1, 2021
- Website
- www.mcdonoughcapital.com
- 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
FINTRXOverview
Mcdonough Capital Management, Inc. is an independent, privately owned registered investment adviser that began SEC registration in 2021. The firm charges fees based on a percentage of assets under management and provides a mix of financial planning and portfolio management for individuals, small businesses, and institutional clients. It also conducts educational seminars and acts as an insurance broker. The adviser does not identify as an active ESG investor and is not listed as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Cash & Cash Equivalents12%
- Public Funds/Mutual Funds9%
- US Government Bonds1%
Owners & executives
1 of 1
Edward Mcdonough
Founder & Chief Investment OfficerCRD 1701165
Contacts
2 of 2
Shannon McDonough
Wealth AdvisorCRD 7253241
Thanh-cam Nguyen
Investment AdvisorCRD 5154096
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$13.3M in ETFs
100%
$13.3M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $2.6M | 33,093 | 19.72% |
Location
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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