Falists
← Back to search

MCDONALD CAPITAL MANAGEMENT

ISLAY CAPITAL MANAGEMENT, LLC

CRD 114531 · SEC 801-61327

Visit website

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

TypeClientsAUM
Individuals84$24.5M
High net worth individuals77$252.0M
Pooled investment vehicles2$8.4M
Charitable organizations9$42.9M
Corporations/business entities11$29.9M

States served

TX

All web addresses on file

Official SEC filing: View on IAPD