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MCDONALD CAPITAL MANAGEMENT
8001 Quaker Avenue
Suite J
Lubbock, Texas 79424
Tel: 806-744-8617
About MCDONALD CAPITAL MANAGEMENT
MCDONALD CAPITAL MANAGEMENT, formally registered with the SEC as MCDONALD CAPITAL MANAGEMENT. The firm was established in 08/05/2002. They have over 1 offices throughout the country.
MCDONALD CAPITAL MANAGEMENT is a Lubbock, Texas based Financial Planning firm with nearly $306,088,280 assets under management, offering retirement planning & investment advisory services to 380 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 114531 |
| SEC# | 801-61327 |
| Assets Managed by Firm | $306,088,280 |
| No. of Clients | 380 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 380 | $306,088,280 |
| Individuals (other than high net worth individuals) | 75 | $23,412,794 |
| High net worth individuals | 75 | $208,173,085 |
| Charitable organizations | 9 | $38,863,141 |
| Corporations or other businesses | 9 | $26,147,462 |
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