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MCDONALD CAPITAL MANAGEMENT
ISLAY CAPITAL MANAGEMENT, LLC
CRD 114531 · SEC 801-61327
8001 QUAKER AVENUE, SUITE J, LUBBOCK, TX, 79424, United States
Phone
806-744-8617
Fax
806-762-8555
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$357.7M
Discretionary AUM
$357.7M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 84 | $24.5M |
| High net worth individuals | 77 | $252.0M |
| Pooled investment vehicles | 2 | $8.4M |
| Charitable organizations | 9 | $42.9M |
| Corporations/business entities | 11 | $29.9M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD