MCDONALD CAPITAL INVESTORS INC

4 Orinda Way
Suite 120-D
Orinda, California 94563
Tel: 925-258-5401

About MCDONALD CAPITAL INVESTORS INC

MCDONALD CAPITAL INVESTORS INC, formally registered with the SEC as MCDONALD CAPITAL INVESTORS INC. The firm was established in 10/26/1982. They have over 1 offices throughout the country.

MCDONALD CAPITAL INVESTORS INC is a Orinda, California based Financial Planning firm with nearly $1,617,535,770 assets under management, offering retirement planning & investment advisory services to 90 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105562
SEC#	801-17866
Assets Managed by Firm	$1,617,535,770
No. of Clients	90
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	90	$1,617,535,770
Individuals (other than high net worth individuals)	5	$3,563,213
High net worth individuals	73	$914,190,705
Pension and profit sharing plans	2	$129,136,460
Charitable organizations	8	$210,948,035

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