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MCDONALD CAPITAL INVESTORS INC
CRD 105562 · SEC 801-17866
4 ORINDA WAY, SUITE 120-D, ORINDA, CA, 94563, United States
Phone
925-258-5401
Fax
925-258-1324
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.86B
Discretionary AUM
$1.86B
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $3.5M |
| High net worth individuals | 73 | $1.13B |
| Pooled investment vehicles | 2 | $328.4M |
| Pension/profit sharing plans | 2 | $171.8M |
| Charitable organizations | 7 | $224.1M |
States served
CA, CO, DE, NY, FL
Official SEC filing: View on IAPD