Mcdonald Capital Investors Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Orinda, CA. Its latest Form ADV filing, dated March 30, 2026, reports $1.9B in regulatory assets under management, 5 employees, and 90 accounts.
Assets Under Management
$1.9B
Employees
5
Offices
--
Total Clients
90
Primary office
ORINDA, CA
4 ORINDA WAY, SUITE 120-D, ORINDA, CA, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 81.1% of total clients.
Top client categories% of clientsClients
1
HNWI
81.1%
73
2
Charitable
7.8%
7
3
Individuals
6.7%
6
4
Pooled Investment Vehicles
2.2%
2
5
Pension Plans
2.2%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 30, 2026
Discretionary100.0%
$1.9B
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$1.9B
Total Accounts90
10Y AUM Change+$624M (+50.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee18:1
10Y Employee Change0 (0.0%)
* 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.