Mcdonald Capital Management
Mcdonald Capital Management is an SEC-registered wealth manager in Lubbock, TX with $357.7M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Mcdonald Capital Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114531, SEC 801-61327, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $357.7M (2026-02-20)
- Firm type
- Wealth Manager
- Location
- Lubbock, TX
- Employees
- 2
- Clients
- 183
- CRD
- 114531
- Ownership
- MCDONALD, ERIC, CRAIG; MERCER, JEFFREY, MICHAEL; STURDIVANT, TYLER, BEE; JONES, BECKY, LYNN
How much AUM does Mcdonald Capital Management have?
Mcdonald Capital Management reported $357.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Mcdonald Capital Management?
Disclosed owners and executives of Mcdonald Capital Management include MCDONALD, ERIC, CRAIG, MERCER, JEFFREY, MICHAEL, STURDIVANT, TYLER, BEE, JONES, BECKY, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.