Macdougall Financial Counseling is an SEC registered investment adviser organized as a limited liability company with a primary office location in Delmont, PA. Its latest Form ADV filing, dated February 25, 2026, reports $425M in regulatory assets under management, 3 employees, and 426 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 58.9% of total clients.
Top client categories% of clientsClients
1
HNWI
58.9%
73
2
Individuals
34.7%
43
3
Charitable
6.5%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$425Mas of February 25, 2026
Discretionary100.0%
$425M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$425M
Total Accounts426
10Y AUM Change+$122M (+40.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee41:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.