Mcdonald Capital Investors Inc
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Overview
Mcdonald Capital Investors Inc is an advisory company headquartered in Orinda, California. Mcdonald Capital Investors Inc administers $1.4 billion in total assets over 91 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management (AUM). It has a small team, including 2 financial advisors. Mcdonald Capital Investors Inc does not act as a registered broker-dealer, meaning the firm cannot buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal assets like bonds, options and stocks.
Mcdonald Capital Investors Inc manages all of the company's accounts in a discretionary manner. Discretionary management signifies that a portfolio manager has the discretion to make transaction decisions for the client's account without requiring the client's approval. The company's average account size is $15.4 million. The average advisor at Mcdonald Capital Investors Inc administers about 46 client accounts, making it about average in terms of personalization.
The firm's central office is located at 4 Orinda Way, Orinda, California 94563. The company is permitted to serve clients across a number of states, including California, Colorado, Delaware, Florida and New York.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Mcdonald Capital Investors Inc by the Numbers
$1.4 billion
5
91
$15.4 million
Fee Structure
Financial management fees usually vary depending on which services the firm provides the client. However, fees charged by the firm likely include some combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Mcdonald Capital Investors Inc.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Mcdonald Capital Investors Inc works with a broad range of customers. The firm works with retail investors, high net worth investors, pooled investment vehicles, pension plans and charitable organizations. Out of its 91 clients, Mcdonald Capital Investors Inc's biggest client group by number of accounts is high net worth investors, although it also manages money for 70 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 76.92%
- Other Individuals - 6.59%
- Corporations - 5.49%
- Charitable Organizations - 10.99%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Mcdonald Capital Investors Inc does not have any disclosures.
Please visit its Form ADV for more details.
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