Overview
Assets Under Management: $306 million
Headquarters: LUBBOCK, TX
High-Net-Worth Clients: 75
Average Client Assets: $3 million
Frequently Asked Questions
ISLAY CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114531), ISLAY CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ISLAY CAPITAL MANAGEMENT, LLC is headquartered in LUBBOCK, TX.
ISLAY CAPITAL MANAGEMENT, LLC serves 75 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, ISLAY CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
ISLAY CAPITAL MANAGEMENT, LLC manages $306 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, ISLAY CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 75
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 68.01
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 380
Discretionary Accounts: 380
Regulatory Filings
CRD Number: 114531
Last Filing Date: 2025-02-25 00:00:00
Website: https://mcdcap.com