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, 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
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 1Edward 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 18Active vs passive
$13M in ETFs
98%
$12.8M
0%
$274K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $2.6M | 32,807 | 19.94% |
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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