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, Fixed Fees
- 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, individually owned registered investment adviser that began SEC registration in 2021. The firm works with both individual & family clients and institutional clients, providing financial planning, portfolio management for individuals, small businesses and institutions, and educational seminars. It also operates as an insurance broker and incorporates fee models that include a percentage of AUM and fixed fees. The firm does not identify as an active ESG investor.
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
FINTRXContacts
FINTRXWealth 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
Similar firms
Blacktower Financial Management (US) LLC
RIAOrlando, FL
Cogent Private Wealth
RIAOrlando, FL
Elevation Advisory Partners LLC
RIAOrlando, FL
Deepwork Capital, LLC
RIAOrlando, FL
GFG Solutions
RIAOrlando, FL
Oxford Wealth Group, LLC
RIAOrlando, FL