Mcdonald Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lubbock, TX. Its latest Form ADV filing, dated February 20, 2026, reports $358M in regulatory assets under management, 2 employees, and 402 accounts.
Assets Under Management
$358M
Employees
2
Offices
--
Total Clients
183
Primary office
LUBBOCK, TX
8001 QUAKER AVENUE, SUITE J, LUBBOCK, TX, United States
Top client segmentIndividuals represent 45.9% of total clients.
Top client categories% of clientsClients
1
Individuals
45.9%
84
2
HNWI
42.1%
77
3
Corporations
6.0%
11
4
Charitable
4.9%
9
5
Pooled Investment Vehicles
1.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$358Mas of February 20, 2026
Discretionary100.0%
$358M
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$358M
Total Accounts402
10Y AUM Change+$208M (+138.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee92:1
10Y Employee Change-1 (-33.3%)
* 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.