Mcdonald Capital Management

CRD#114531
Investment Advisor Firm

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Learn more about Mcdonald Capital Management

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Mcdonald Capital Management is a financial advisor firm based in Lubbock, Texas. The company manages $233.4 million in total assets across 345 accounts, making it a mid-tier investment advisory firm in the nation by assets under management (AUM). It has a small group, including 2 financial advisors. Mcdonald Capital Management does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable fiscal assets like bonds, equities and options.

    Mcdonald Capital Management oversees all of the company's accounts on a discretionary basis. Discretionary management means that buy and sell decisions are made by an investment advisor without needing to seek client approval. The advisory firm supervises an average of $676,481 for every customer account. The typical advisor at Mcdonald Capital Management administers about 173 client accounts.

    Mcdonald Capital Management’s headquarters is at 8001 Quaker Avenue, Lubbock, Texas 79424. Mcdonald Capital Management is legally registered to provide services to clients in the state of Texas.

    Assets Under Management

    $233.4 million

    Number of Advisors

    2

    Disclosures

    No

    Office Location

    8001 Quaker Avenue
    Lubbock, TX 79424

    Mcdonald Capital Management by the Numbers

    Total Assets Under Management

    $233.4 million

    National Average: $9.0 billion
    Total Number of Employees

    2

    National Average: 71,771
    Total Number of Accounts

    345

    National Average: 4,329
    Average Account Size

    $676.5 thousand

    National Average: $2.1 million

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    Products and Services

    Mcdonald Capital Management provides multiple financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and other services. In the past financial year, Mcdonald Capital Management provided 10-Jan of its customers with financial planning services. The company is not engaged in selling products or offering services other than investment advisory services to its investment advisory clients.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 47% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

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    Fee Structure

    Fees charged by financial advisors largely are based on which services the firm provides the client. Fee types charged by Mcdonald Capital Management most likely include any combination of the following fee types: asset-based, hourly or performance-based. The firm does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.

    Available

    • Offered by 70% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 21% of firms

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 33% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm does business with a number of different customers. Mcdonald Capital Management provides services to retail investors, high net worth investors, pooled investment vehicles, charitable organizations and corporations. Out of its 345 clients, Mcdonald Capital Management's largest client group by number of accounts is retail investors, but it also manages money for 44 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 under management or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are represented by non-U.S. persons.

    • High-Net-Worth Individuals* - 30.99%
    • Other Individuals - 57.75%
    • Corporations - 6.34%
    • Charitable Organizations - 4.93%

    * 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 Management does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Mcdonald Capital Management

    Tyler Sturdivant
    Lubbock, TX
    Arthur Coquelin
    Lubbock, TX
    Jeffrey Mercer
    Lubbock, TX
    Eric Mcdonald
    Lubbock, TX

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    The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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