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MCDONALD CAPITAL MANAGEMENT, INC.

CRD 121696 · SEC 801-62072

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$99.5M

Discretionary AUM

$99.5M

Team

1 total employees; 1 advisory reps; 56 broker-dealer reps

Clients

51-100

Fees

Fixed fees

Org form

Corporation

Filing date

2026-03-09

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)TAX PREPARATION

Client types

TypeClientsAUM
Individuals23$25.0M
High net worth individuals33$74.5M

Official SEC filing: View on IAPD