MFG CAPITAL, INC.

RIASEC Registered
Total AUM
$39.7M
Discretionary
$39.7M
100% of AUM
Avg account
$98.8K
Accounts
402
Employees
3
Advisory reps
1

Firm details

Headquarters
Trenton, Michigan
CRD number
289949
Custodians
CHARLES SCHWAB & CO., INC., CAPITAL BANK AND TRUST
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals83.52%
  • HNWI16.48%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

MFG Capital, Inc. is an independent registered investment adviser organized as a corporation that focuses on individual and family clients. The firm acts as a capital allocator and combines ongoing portfolio management with financial planning and educational services. Its advisory work includes direct portfolio management for individuals and small businesses, selecting third‑party advisers when needed, and running seminars or workshops to educate clients. The firm shows a clear tilt toward equities: exchange‑traded securities represent the largest portion of assets under management. Fees are charged primarily as a percentage of AUM, with hourly billing used for certain planning or consulting engagements. MFG Capital is not positioned as an ESG investor and does not list pension consulting or multi‑state adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 70%, Public Funds/Mutual Funds 30%70%
  • Exchange Traded Equities70%
  • Public Funds/Mutual Funds30%

Contacts

1 of 1
  • DAVID MCDONALD

    PresidentCRD 3133864

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Trenton, MI

WAYNE

Location

Trenton, MI

Headquartered in Trenton, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.

Metro area
Detroit-Warren-Ann Arbor, MI
Region
Midwest
County
WAYNE
Address
1861 S Trenton Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth