Overview
Assets Under Management: $164 million
Headquarters: ORLANDO, FL
High-Net-Worth Clients: 158
Average Client Assets: $1 million
Frequently Asked Questions
MCDONOUGH CAPITAL MANAGEMENT, INC. 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 #143767), MCDONOUGH CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
MCDONOUGH CAPITAL MANAGEMENT, INC. is headquartered in ORLANDO, FL.
MCDONOUGH CAPITAL MANAGEMENT, INC. serves 158 high-net-worth clients according to their SEC filing dated June 27, 2024. View client details ↓
According to their SEC Form ADV, MCDONOUGH CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
MCDONOUGH CAPITAL MANAGEMENT, INC. manages $164 million in client assets according to their SEC filing dated June 27, 2024.
According to their SEC Form ADV, MCDONOUGH CAPITAL MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 158
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.04
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 495
Discretionary Accounts: 495
Regulatory Filings
CRD Number: 143767
Last Filing Date: 2024-06-27 00:00:00
Website: https://mcdonoughcapital.com